Q3 2022 Letter
Ep. 92 - The Launch of Infuse
The Launch of Infuse
Our Investment Process
Vail Resorts
Ep. 91 - Tyler Okland: The Asymmetry of Opendoor
Ep. 90 - Yaron Naymark: KKR & the PE Landscape
Ep. 89 - Georg Krijgh: Investing in the Future
Ep. 88 - Nick Dennis Pt. 2: What Investors Can Learn from Traders
