Q4 Investor Letter -- Bracing for the Worst
Q3 Investor Letter -- Poised for Capital Appreciation
The "Dubious" Case of Netflix's Valuation
Q2 Investor Letter -- Two Worlds of Equities
Q1 2023 Letter: Close to Our Anniversary
Why I Like Regional Banks
Bridgewater Bank Might Be A Hidden Gem
Seize the Deep Value Opportunities
My Investment Approach and Underlying Philosophy