Ideas – Latticework 2018

March 1, 2017 S&P Global: A Collection of Great Businesses Read More

February 28, 2017 Visa: One of the Best Business Models Ever Read More

February 27, 2017 Software Feedback Loops Enable Winner-Take-All Markets Read More

February 26, 2017 Why Alibaba Is Our Second-Largest Holding Read More

February 25, 2017 Position Commentary: GIFI, SMID, PICO, MLP Read More

February 17, 2017 Portfolio Updates Read More

February 13, 2017 My Investment Thesis on Gaia Read More

February 11, 2017 Quick Updates on CYH and GNC Read More

February 9, 2017 Top 5 Holdings Snapshot Read More

February 8, 2017 Why We Invested in Gaia Read More