We share the research underlying our portfolio through quarterly letters and investment notes. Quarterly lettersFirst quarter 2024Fourth quarter 2023Third quarter 2023Second quarter 2023First quarter 2023Fourth quarter 2022Third quarter 2022Second quarter 2022First quarter 2022Fourth quarter 2021Third quarter 2021 Investment notesEWCZ - Nov 2022NYT - Summer 2022 intern projectFurniture - Dec 2021 Get in touch