Mar 15, 2023
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.
Highlights:
- A review of the market and our strategy’s performance in 2022 and three key learnings
- Why we exited Kakao, and some of the new additions to the portfolio: Salik, Vesta
Mar 1, 2023
The nuanced impacts of inflation to companies’ balance sheets that investors might be missing.
Highlights:
- How inflation can present major challenges to businesses
- Why investors need to look more closely at maintenance capital expenditures and depreciation expenditures—e.g., Dollar General
- A return to accounting...