12 apr. 20232022 year end letter: positive 8% return, beating the markets by a wide margin.2022 was a very exiting year for us, with many aspects of the strategy bearing fruit. We ended the year with a positive 8% net return,...
12 apr. 2023Super Mario movie becomes highest ever grossing animated film over opening weekend.Nintendo is one of our investments in the portfolio. It has some short-term headwinds (as the console cycle move against the company),...
11 apr. 2023Insight Enterprises CEO discusses AI. Company stock up 41% year to date.Insight Enterprises CEO Says AI "Right in Sweet Spot" - Bloomberg