Learn how we think
With the launch of our new blog we have published our investor letters from 2017 onwards.
2024
Investor letter
2023
Investor letter
H2 2022
Investor letter
H1 2022
Investor letter
H2 2021
Investor letter
H1 2021
Investor letter
H2 2020
Investor letter
H1 2020
Investor letter
H2 2019
Investor letter
H1 2019
Investor letter
H2 2018
Investor letter
H1 2018
Investor letter
H2 2017
Investor letter
H1 2017
Investor letter