Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]
Quarterly Investor Letter Q3 2023 Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 […]
I spent the month of July putting together my thoughts on our largest portfolio holding, Nvidia. As an owner of this business, I think it would be well worth the time to read this document to better understand our position and our team's thinking about how to proceed.
Quarterly Investor Letter Q2 2023 Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with […]
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
Quarterly Investor Letter Q4 2022 Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The market and our […]
Quarterly Investor Letter Q3 2022 Quarterly Investor Letter Q3 2022 Author: Dominick D’Angelo What a Difference a Year Makes Entering […]
Quarterly Investor Letter Q2 2022 Quarterly Investor Letter Q2 2022 Author: Dominick D’Angelo Follow Up – Management Incentives Our Q1 […]
Quarterly Investor Letter Q1 2022 Author: Dominick D’Angelo Recent Thoughts – Management Incentives What should an investor in a company […]
Quarterly Investor Letter Q4 2021 Quarterly Investor Letter Q4 2021 Author: Dominick D’Angelo Portfolio Update Teekay LNG (TGP) – On […]
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