July 22nd, 2016
Summer 2016 Investor Letter
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July 22nd, 2016
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April 15th, 2016
Download the full letter.
January 18th, 2016
November 11th, 2015
Our first year went by in a flash.
We recap it all — the trades, the triumphs, the trips, the things that don’t start with “t” — in our Anniversary Report. Inside you’ll find:
—A full rundown of our Investment Returns. (Hint: We’re proud.)
—The 4 countries we visited for Research (and the 4 others where we invested).
—Our newest team member irreverently explains When Not To Invest With Huckleberry.
—Why we’re not fans of Tax-Loss Harvesting.
—Alex’s unconventional take on Investor Activism.
Click to Download the Full Report.
Best,
Alex Pape, CFA
July 19th, 2015
Since June 12th, the Chinese stock market plunged over $2 trillion. That’s the Greek economy eight times over.
Just what on earth is happening in China? And how do the latest eccentricities of its markets – which include three of the ten largest – affect our strategies?
I explore these questions and discuss our results in our Q2 Investor Letter.
Cheers,
Alex Pape, CFA