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Investing in Persistent Growth

Markets occasionally misprice persistent growth opportunities, and that is the essence of great growth investing. Apple and Amazon are examples of the power of persistent growth. Shares of AAPL and AMZN are up 10x since 2012. The S&P 500 is…
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Investment Philosophy , Technology

Companies of Note

Amazon
Apple
Meta
Google
Microsoft
Tesla

Can AI Predict the Future?

We asked Gemini, ChatGPT, Claude, and Grok 15 questions about upcoming events to determine which models are most effective at looking into the future. This note is centered on “predictions” in the balance of 2024, which we’ll cover as they…
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Artificial Intelligence, Google , Twitter

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Philosophy

Learn how we think. From time to time, we find it helpful to articulate our investment philosophies in writing.

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