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The Responsibility of Freedom

Estimated Reading Time: 20 minutes Speed Read:  The ESG craze that is heading into bubble territory is well-intentioned and we welcome the effort, but is doomed to fail as a box-checking exercise. More Nikolas and Volkswagens will be created as…

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Merging Management & Ownership

In early December we had a lively chat with legendary Builder Sir Martin Sorrell of S4 Capital, which we've owned since March 2020. Almost as if he wanted to front-run our white paper on value creation coming out later this…

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