Investor Letters

Investor Letters

Letters
Date
Companies
07/07/2026
Salesforce (CRM)Salesforce (CRM)CCC Intelligent Solutions (CCC)CCC Intelligent Solutions (CCC)
06/04/2026
08/01/2026
CCC Intelligent Solutions (CCC)CCC Intelligent Solutions (CCC)
22/10/2025
Salesforce (CRM)Salesforce (CRM)Google’s Antitrust BattlesGoogle’s Antitrust Battles
10/07/2025
Google’s Antitrust BattlesGoogle’s Antitrust BattlesAlphabet (GOOG) UpdateAlphabet (GOOG) Update
15/04/2025
Block (XYZ)Block (XYZ)
07/01/2025
11/10/2024
Visa (V)Visa (V)Pinduoduo (PDD)Pinduoduo (PDD)Charter Communications (CHTR)Charter Communications (CHTR)
05/07/2024
Alibaba (BABA)Alibaba (BABA)Pinduoduo (PDD)Pinduoduo (PDD)Salesforce (CRM)Salesforce (CRM)
22/04/2024
Alibaba (BABA)Alibaba (BABA)Charter Communications (CHTR)Charter Communications (CHTR)
11/01/2024
Salesforce (CRM)Salesforce (CRM)
18/10/2023
27/07/2023