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Category: WOW

2019 halfway point letter and WOW investment thesis $WOW

Posted On July 19, 2019
Below is an excerpt from our H1'19 letter. While the below excerpt is the majority of the letter, we pulled out some sections discussing our returns and portfolio sizing due to #compliance (we did the same for our 2018 annual letter); you can contact my colleague Rob (his email is [email protected]) if you’re interested in seeing […]