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Library
Introductory Letter
Annual Letter - 2022
Interim Letter - 2023
Annual Letter - 2023
Interim Letter - 2024
Annual Letter - 2024
Acast Investment Thesis
InPost Investment Thesis
Medley Investment Thesis
Auto Partner Investment Thesis
Vistry Group Investment Thesis
Nu Holdings Investment Thesis
Media
Interview with Raksul Founder; Yasukane Matsumoto
Interview with Acast CEO; Ross Adams
Interview with Agora CEO; Tony Zhao
Interview with InPost CEO; Rafał Brzoska
Interview with HashiCorp Competitor; Kelsey Hightower
Interview with SHIFT CFO; Taichi Hattori
Interview with GENDA CFO; Taiju Watanabe
Interview with Hikari Tsushin CEO; Hideaki Wada
Podcast Industry Primer; an Interview with Jake Barfield
​GPS for Alpha: Investing on a Global Basis: Spring 2024 Investor Conference Panel
Yet Another Value Podcast; an Interview with Jake Barfield
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