12 threads
My first attempt at due diligence- Klaviyo (KVYO)
12 Sep 24
Daily Discussion Thread - August 7th, 2024
7 Aug 24
Daily Discussion Thread - August 6th, 2024
6 Aug 24
Daily Discussion Thread - August 5th, 2024
5 Aug 24
What industries/sectors are you building out positions in currently?
10 Jun 24
An Analysis of Snowflake and Why It's Been a Painful Lesson in Entry Valuation ($SNOW)
7 Jun 24
Daily Discussion Thread - May 8th, 2024
8 May 24
Daily Discussion Thread - May 7th, 2024
7 May 24
Daily Discussion Thread - May 6th, 2024
6 May 24
Q4 2023 Letters & Reports
12 Jan 24
Daily Discussion Thread - November 7th, 2023
7 Nov 23
Daily Discussion Thread - November 6th, 2023
6 Nov 23
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