Here we go again: Chapter II and the need to pause.

True reflection can only happen with a still mind

A few weekends ago, we had our annual shareholder meeting where we discussed our inaugural fund’s performance to date, presented a few of our companies, and reflected on what’s gone well, what could be better, and what to expect next.

We are extremely grateful that all of our companies had survived 2020, our investors seemed happy with our performance so far, and we have the…

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