Business Is Improving, But Slower Than I Anticipated

February 2023

Summary of Meta’s Q4 22 Earnings Call
Summary of Absolute Return Partners' February 2023 Letter

August 2022

Summary of Bridgewater's Chief Investment Officer's update
Summary of Meta's Q2 2022 earnings call

July 2022

Summary of Packy McCormick's Web3 Use Cases: Today and Web3 Use Cases: The Future posts

May 2022

Summary of Snowflake's FY Q1 2023 earnings call
Summary of Snapchat's Presentation at JP Morgan's Global Tech, Media and Communications Conference
Summary of Target's Q1 22 Earnings Call

April 2022

Summary of Morgan Housel's Article on How People Think

March 2022

Summary of AB InBev's Q4 21 Earnings Call

February 2022

Summary of "Crist on Value", Steven Crist's chapter on his horse handicapping strategy