2022 Investor Letter II (Fall)
A preview of our second investor letter for 2022. Click here to read the full letter. “In order to outperform, by definition, you have to...
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B. Chase Chandler
- Jul 6
Surviving the Tempest
At a certain point in every market the focus shifts from (1st) making money to (2nd) not losing money to (3rd) simply surviving—making it...
B. Chase Chandler
- Jun 7
2022 Investor Letter I (Spring/Summer)
Below is a preview of Canterbury's 2022 Investor Letter I. Read the full letter here. Key points: Most valuation metrics show robust,...
B. Chase Chandler
- Feb 4
A Note on Meta Platforms
Meta, formerly known as Facebook, reported Q4-2021 results after the market close on Wednesday, 2-February-2022. The market's reaction...
B. Chase Chandler
- Feb 3
Preview: 2021 Year-End Letter
Below is a preview of our 2021 Investor Letter III (Year-End). Click here to read the entire letter. “Knowledge grows, but wisdom, though...
B. Chase Chandler
- Jun 4, 2021
Preview: 2021 Investor Letter I
A snippet from our first investor letter of 2021. Download the full letter here. Dear friends and valued investors, CTG Fluxion, LP...
B. Chase Chandler
- Jan 19, 2021
Preview: 2020 Year-End Letter
A snippet from our 2020 Year-End Letter. Download the full letter here. Dear friends and valued investors, The historian Eugen Weber...
B. Chase Chandler
- Sep 9, 2020
Lions, partisans & discretionary income
Aside from life-threatening situations, one does not need a study to show that humans often struggle to incorporate new or conflicting...
B. Chase Chandler
- Apr 2, 2020
Understanding this market
Over the past few days, I have thought a lot about how to frame the path forward. Imagine my surprise when Oaktree’s Howard Marks...
B. Chase Chandler
- Mar 16, 2020
4th update: Things are not going back to normal (a final warning)
This is our fourth update on the current situation. By now you are all aware of the gravity of the Coronavirus situation. Life is going...