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Research Vault
Performance
Quarterly Letters
Audited Performance
Stock Sonar
Investment Writings
About Us
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Quarterly Letters
2022 Q1 Investment Letter
2021 Q4 Investment Letter
2021 Q3 Investment Letter
2021 Q2 Investment Letter
2021 Q1 Investment Letter
2020 Q4 Investment Letter
2020 Q3 Investment Letter
2020 Q2 Investment Letter
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