Letters

2020 was my first year to focus full-time on my family’s investments, and I’ve launched a new section on the site to share my updates to them. The 1H 2020 letter introduces my thoughts on business, long-term investing and risk management. The 2H 2020 letter explores my journey towards this process, as well as why I think long-term investing success is so rare. I plan to write these letters once every six months, and will also share a factsheet too.

Click here to read them. You’ll have to register for access; apologies if you’ve done this once already for the blog.

All feedback is welcome. Enjoy!