Cash is King
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Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
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Microsoft: OpenAI Stake Valued At $147 Bln
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The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Letter to our Co-investors 1Q25
April 23, 2025, 7:13 a.m.
Letter to our co-investors 4T24
Jan. 9, 2025, 8:24 a.m.
Letter to our co-investors 3Q24
Oct. 29, 2024, 9:03 p.m.
Letter to our co-investors 2Q24
Sept. 23, 2024, 2:29 p.m.
Letter to our co-investors 1Q24
May 24, 2024, 1:26 p.m.
Letter to our co-investors 4Q23
Feb. 13, 2024, 3:14 p.m.
Letter to our co-investors 3Q23
Oct. 23, 2023, 2:43 p.m.
Letter to our co-investors 2Q23
Aug. 7, 2023, 6:44 a.m.
Letter to our co-investors 1Q23
May 9, 2023, 8:13 a.m.
Letter to our co-investors 4Q22
Jan. 26, 2023, 12:03 p.m.
Letter to our co-investors 3Q22
Nov. 10, 2022, 3:46 p.m.
Letter to our co-investors 2Q22
Aug. 8, 2022, 8:06 a.m.
Letter to our co-investors 1Q22
May 31, 2022, 8:08 a.m.
Letter to our co-investors 4Q21
Feb. 17, 2022, 2:40 p.m.
Letter to our co-investors 3Q21
Nov. 11, 2021, 10:35 a.m.
Letter to our co-investors 2Q21
Aug. 5, 2021, 1:10 p.m.
Letter to our co-investors 1Q21
April 20, 2021, 7:45 a.m.
Letter to our co-investors 4Q20
Feb. 1, 2021, 10:48 a.m.