Below is an excerpt from our 2019 annual letter (I posted excerpts from our 2018 letter last year here). I have removed two sections about the portfolio and position sizing due to #compliance, but you can always contact my colleague Rob (his email is rsterner@rangeleycapital.com) if you’re interested in seeing the whole letter or learning more about us.
Excerpts from our 2019 annual letter
Excerpts from our 2019 annual letter
Excerpts from our 2019 annual letter
Below is an excerpt from our 2019 annual letter (I posted excerpts from our 2018 letter last year here). I have removed two sections about the portfolio and position sizing due to #compliance, but you can always contact my colleague Rob (his email is rsterner@rangeleycapital.com) if you’re interested in seeing the whole letter or learning more about us.