Our weekly newsletter provides a brief snapshot of issues we have been working on internally, research topics we have been pursuing, or interesting articles or media that have come across our desk and impacted our thinking.
November 11, 2019

Weekly Thoughts: The Bait and Tackle Shop

Here is something that caught our eye this week: The Bait and Tackle Shop Just because something cannot scale does not mean it cannot earn outsized returns¬† We recently came across an investment opportunity that reminds us of the proverbial bait and tackle shop. While […]