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Investor Letters
Investor Letters

Investor Letters

Letters
Date
Companies
4Q 2025 Investor Letter
08/01/2026
CCC Intelligent Solutions (CCC)CCC Intelligent Solutions (CCC)
3Q 2025 Investor Letter
22/10/2025
Salesforce (CRM)Salesforce (CRM)Google’s Antitrust BattlesGoogle’s Antitrust Battles
2Q 2025 Investor Letter
10/07/2025
Google’s Antitrust BattlesGoogle’s Antitrust BattlesAlphabet (GOOG) UpdateAlphabet (GOOG) Update
1Q 2025 Investor Letter
15/04/2025
Block (XYZ)Block (XYZ)
4Q 2024 Investor Letter
07/01/2025
3Q 2024 Investor Letter
11/10/2024
Visa (V)Visa (V)Pinduoduo (PDD)Pinduoduo (PDD)Charter Communications (CHTR)Charter Communications (CHTR)
2Q 2024 Investor Letter
05/07/2024
Alibaba (BABA)Alibaba (BABA)Pinduoduo (PDD)Pinduoduo (PDD)Salesforce (CRM)Salesforce (CRM)
1Q 2024 Investor Letter
22/04/2024
Alibaba (BABA)Alibaba (BABA)Charter Communications (CHTR)Charter Communications (CHTR)
4Q 2023 Investor Letter
11/01/2024
Salesforce (CRM)Salesforce (CRM)
3Q 2023 Investor Letter
18/10/2023
Founding Letter
27/07/2023
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