Letters
Roughly once a month I write about changes in the portfolio, the reasoning behind them, what I am seeing in the industries I follow, and where my thinking has changed.
2026 — before the competition begins
Why I'm writing this down
Why I am starting before there are results, how fundamental analysis and momentum ended up working together in my process, and what being early has cost me.
More letters will be added here over the rest of the year.
2027
Monthly letters, with the reported competition results alongside them.
Letters by email.
Roughly monthly. Free, and you can unsubscribe whenever.