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Resources

The Partnership Handbook contains information about our investing philosophy.

 

Investors should review this before allocating capital with us.

Partnership Handbook

Newsletter

Subscribe to get updates of our writings and events

Partnership Handbook

The Partnership Handbook contains information about our investing philosophy.

 

Investors should review this before allocating capital with us.

Newsletter

Subscribe to get updates of our writings and events

Investor Letters

(Strategic moves are shared in the version sent to investors but omitted from the public version.)

2025 ↓

Q1 Letter
Q2 Letter
Q3 Letter
-

  • Tariffs - how should investors react?

  • Tariffs - profiting using Game Theory and Psychology

  • The largest disruption in digital consumption

  • Missed opportunities

  • Market at all-time high

​​

2024 ↓

Q1 Letter
Q2 Letter
Q3 Letter
Year-end Letter

  • Regular update

  • Regular update

  • Regular update

  • The most powerful force in investing

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