RGAIA
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@diegogomezle
@ValueBilbao
@practicalquant
@markbrooks
@aaronjsallen
@NovelInvestor
@komrade_kapital
@GaryAntonacci
@pricingpow
@SajKarsan
@CDMCapital
@jptissot1
@pommelhorse9
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@gram_benny
Q3 2022 Investment Commentary: The Long-Term Opportunity beyond the Short-term Mess - mailchi.mp/630b6c7d68c0/q…
Q2 2022 Investment Commentary: Are we heading for a recession? - mailchi.mp/7f8effe6945b/q…
Q1'22 Investment Commentary: A Decade Together! - mailchi.mp/d120d5e1dfd6/q…
2021 Year-End Investment Commentary: A Decade Together! - mailchi.mp/9a734cd2c798/q…
Q3 2021 Investment Commentary: Looking inward and looking westward - mailchi.mp/6643262ad194/q…
Q2 2021 Investment Commentary: ”Roads? Where we’re going we don’t need roads!!!” –Doc, Back to the Future - mailchi.mp/f7aa309870a3/q…
Q1 2021 Investment Commentary: Growth vs Value - mailchi.mp/7418de1829f9/q…
Q4 2020 Investment Commentary: “2020 is Hindsight, Hindsight is 2020” - mailchi.mp/b02262a7fc85/q…
Q3'2020 Investment Commentary: Ignition - mailchi.mp/e3b1f136946e/q…
Q2'2020 Investment Commentary: The Tale of Two Markets - mailchi.mp/14a254fe69cf/q…
Q1'2020 Investment Commentary: Building a Bridge to Normal - mailchi.mp/83de2142c2c1/q…
March 2020 Investor Letter - mailchi.mp/5171fe8a3ed5/q…
Q4'19 Investment Commentary - 2019 in Review - mailchi.mp/e14e46ed5dab/q…
Q3'19 Investment Commentary: Our Bet on this SaaSy Sports Betting Champ - mailchi.mp/084e9a102f18/q…
Q2'19 Investment Commentary - mailchi.mp/a03a5b0a7510/q…
Q1'19 Investment Commentary and our Thesis on Grubhub - mailchi.mp/6689cdbc9876/q…
2018 Year-end Investment Commentary: Easy Come, Easy Go - mailchi.mp/c49d55f0af15/q…
Q3’2018 Investment Commentary - mailchi.mp/be9ef9f45348/q…
Q2’2018 Investment Commentary - mailchi.mp/7147e20b7416/q…
Q1’2018 Investment Commentary - mailchi.mp/38bd9941169f/q…
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Who to follow
-
DGL
@diegogomezle -
VALUE BILBAO
@ValueBilbao -
Jack Forehand
@practicalquant -
Mark Brooks
@markbrooks -
Aaron Sallen
@aaronjsallen -
Novel Investor
@NovelInvestor -
komrade
@komrade_kapital -
Gary Antonacci
@GaryAntonacci -
Pricing Power
@pricingpow -
Saj Karsan
@SajKarsan -
CDM Capital
@CDMCapital -
Jean Philippe Tissot (Condorito) 🇺🇦
@jptissot1 -
Pommel Horse Capital
@pommelhorse9 -
HarvestInvestor
@HarvestInvestor -
Benjamin G Cap
@gram_benny
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