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
2015 Q3 Partners Letter
2015 Q2 Partners Letter
2015 Q1 Partners Letter
2014 Q4 Partners Letter
2014 Q3 Partners Letter
2014 Q2 Partners Letter
2014 Q1 Partners Letter
2013 Q4 Partners Letter
2013 Q3 Partners Letter
2013 Q2 Partners Letter
2013 Q1 Partners Letter
2012 Q4 Partners Letter