Within the Corner
This corner is reserved for paid members and offers deeper reflections on our investment journey, along with detailed insights into the companies we own or follow closely. Expect content such as:
Company Update Reports — key developments on select names
Monthly Portfolio Letters — commentary on decisions, allocations, and strategy
Core Holding Factsheets — concise overviews of the businesses we’re invested in
We plan to keep Business Writeups freely available to everyone, while future updates on the businesses we follow will be reserved for paid members. The Monthly Letters focus on our own capital allocation. While this may not interest everyone, it shows where we have skin in the game—and potential biases—regarding some of the names we cover. You can see our performance over time below.
Company Update Reports
Shift4 Investor Day w/ acquisition of Global Blue (Feb, 23, 2025)
MBB FY 2024 Update (Apr, 11, 2025)
Nordnet FY 2025 Update (July, 1, 2025)
Investor AB FY 2024 Update (Feb, 7, 2025)
Investor AB H1 2025 Update (coming soon)
Monthly Letters
In these letters, we regularly walk through our portfolio decisions and occasionally share our best ideas. They serve as a record of what we were thinking—and why. In a few years, they’ll be interesting to look back on. Hopefully not all of it ages poorly.