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
2018 Q3 Partners Letter
2018 Q2 Partners Letter
2018 Q1 Partners Letter
2017 Q4 Partners Letter
2017 Q3 Partners Letter
2017 Q2 Partners Letter
2017 Q1 Partners Letter
2016 Q4 Partners Letter
2016 Q3 Partners Letter
2016 Q2 Partners Letter
2016 Q1 Partners Letter
2015 Q4 Partners Letter