top of page

Letters & Notes


Introduction to CTG


Investor Letters

2020 Investor Letter III (Year-End)

2020 Investor Letter II (Summer)

2020 Investor Letter I (Spring)

2019 Investor Letter III (Year-End)

2019 Investor Letter II (Autumn)

2019 Investor Letter I (Spring)

2018 Investor Letter

Equity Selection Process (Sep 2018)

Desiring What Doesn't Exist (Fall 2016)

Battles & Wars (Aug 2015)

Specifically Ambiguous (July 2015)

Equity Research

CyberArk (May 2020)

GoDaddy (Jan 2020)

Dropbox (July 2019)

Media & Other

SumZero interview (July 2020)

Resource Library*

*This link directs you to a site that is not associated with CTG Fluxion, LP or Canterbury Tollgate (dba for Weise Risk Advisors, LLC), collectively "CTG". CTG cannot be held responsible for content on third-party websites, nor actions taken by third-party websites. Click below to continue.

Recent Posts

See All

A snippet from our 2020 Year-End Letter. Download the full letter here. Dear friends and valued investors, The historian Eugen Weber wrote a book called The Hollow Years about France in the 1930s. I’m

bottom of page