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Research and Commentary


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Research and Commentary


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.



 

The Massif Capital Review

An occasional in-depth exploration of themes, companies, and situations we believe are misunderstood and could benefit from thoughtful research. 

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What We are Reading


"I have always imagined that Paradise will be a kind of library." 

Jorge Luis Borges

What We are Reading


"I have always imagined that Paradise will be a kind of library." 

Jorge Luis Borges

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