2019 halfway point letter and WOW investment thesis $WOW
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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
2019 halfway point letter and WOW investment thesis $WOW
2019 halfway point letter and WOW investment…
2019 halfway point letter and WOW investment thesis $WOW
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