Materials Read: The Economics of Oil and Gas, Mu 2020 Introduction To Carbon Capture And Sequestration, Smit et al 2014 The Moral Case...

Materials Read: The Engine of Inequality, Petrou 2021 The Lords of Easy Money, Leonard 2022 Principals for Dealing with the Changing...

6/1/2022: Position Established The recent market sell-off has been long overdue, with many of the speculative assets that were powered...

In the past quarter, the fund added one additional holding. We had been peering into the finances of the beaten-down video game...

Organic Ideas Sprouts Farmers Markets was an investment thesis that unglamorously plopped into our lap.  Often, colleagues will send...

A Brief History Lesson As with many investment opportunities, the history of the company poses just as much importance as the projected...