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Performance
Quarterly Letters
Open Positions
Closed Positions
Stock Sonar
Investment Writings
About Us
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Quarterly Letters
2023 Q3 Investment Letter
2023 Q2 Investment Letter
2023 Q1 Investment Letter
2022 Q4 Investment Letter
2022 Q3 Investment Letter
2022 Q2 Investment Letter
2022 Q1 Investment Letter
2021 Q4 Investment Letter
2021 Q3 Investment Letter
2021 Q2 Investment Letter
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