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Investor Letters
We write quarterly letters covering a variety of topics relevant to markets and capital allocators. Our goal in sharing these is to stimulate interesting conversations.
Our vision for what we are building
Variis Stakeholder Investing - Grab Case Study
Global EM versus Country/Regional
Team managed investment approach
Moat analysis in the context of business quality
The Trump Tariff Tornado
China stock market returns and EPS dilution
Are we in an AI capex bubble?
EM businesses with DM analogues
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