Quarterly Newsletters
December 2023 Quarterly Newsletter
In this quarterly, we discuss ESG, reporting season and share buybacks in our piece “Capital management – a new approach”. In our article “Technology = growth”, we pick up on the workings of Marc Andreessen and Ben Howritz on three sources of growth. We follow this up with a brief discussion on Chris Miller’s book “Chip War”. We then comment on the power of compounding and how a high portfolio turnover approach can reduce the quality of stated performance numbers when viewed on an after-tax basis. Finally, some words on the transition to our new fund administrator. Photo. Everything supposedly makes sense, until it doesn’t. Some call it herd mentality. Source. CartoonStock
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