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Quarterly Letters
Audited Performance
Stock Sonar
Investment Writings
About Us
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Quarterly Letters
2024 Q3 Investment Letter
2024 Q2 Investment Letter
2024 Q1 Investment Letter
2023 Q4 Investment Letter
2023 Q3 Investment Letter
2023 Q2 Investment Letter
2023 Q1 Investment Letter
2022 Q4 Investment Letter
2022 Q3 Investment Letter
2022 Q2 Investment Letter
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