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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

2025 ↓

  • 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

  • AI eats software

  • Opportunities in AI

  • US-Iran war

2024

  • Regular update

  • Regular update

  • Regular update

  • The most powerful force in investing

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