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Sample Investment Reports
Although ostensibly about individual companies, the core objective of our research is to show readers how we think about risk and value. No other commentary or writing on our website will provide investors as much insight into what we are doing, why we are doing it and how we are thinking about protecting and growing capital as our research.
Letters to Investors
Our letters provide operational updates on companies held in the portfolio and contextualize our decision making within the global macro environment.
Our commentary provides investors with a simple, easy to digest explanation of select complex issues affecting the markets and our portfolio.
Massif Capital Press
What We’re Reading
"I have always imagined that Paradise will be a kind of library."
Jorge Luis Borges
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