Deep Dive
"Your ability to convey it to another is the ultimate test of your knowledge. If you cannot explain something in simple terms, you don't understand it yourself." - Richard Feynman
2024 1H Partners Letter
2023 2H Partners Letter
2023 1H Partners Letter
2022 2H Partners Letter
2022 Q2 Partners Letter
2022 Q1 Partners Letter
2020 Q4 Partners Letter
2020 Q3 Partners Letter
2020 Q2 Partners Letter
2020 Q1 Partners Letter
2019 Q4 Partners Letter
2019 Q3 Partners Letter