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Fourth Quarter 2016 Letter: Our Purpose

In our brief, 2.5-page quarterly letter, we follow in the footsteps of the manifesto we published in December and discuss how our lollapalooza process has not only helped us to properly execute on investment opportunities, but has become our very own reason for being. Our purpose.
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Spring is Coming

Europe is the world’s consensus short. One need not look too hard to find news stories about the instability of governments all over the continent, rising populist movements and “stagnant,” economies. This view has been well honed by economists, thought…

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