REMARKS

We believe that transparency and communications are critical to productive long-term relationships. Let us know your thoughts about our thoughts.


Commentary on Investing and the Markets

November 3, 2023 - Capital Employed Interview

March 29, 2023 - Crypto Comments Memorandum

March 13, 2023 - SIVB Postmortem Memorandum

June 30, 2022 - What’s Value Got to Do With It?

General Updates

May 6, 2024 - 2024 Q1 Update