INVESTOR LETTERS

On a quarterly basis, I write letters to:

1. Provide investors with updates on holdings
2. Give readers a look at my thought process, providing transparency and accountability for decisions taken
3. Crystallize my thoughts and provide a written record which I can refer to over time, to help continually improve process and eventually outcome 

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2020

ACML_2020-Q1.pdf
File Size:	303 kb
File Type:	pdf

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ACML_2020-Q2.pdf
File Size:	303 kb
File Type:	pdf

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2019

ACML_2019-Q1.pdf
File Size:	404 kb
File Type:	pdf

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ACML_2019-Q2.pdf
File Size:	545 kb
File Type:	pdf

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MOI_Interview.pdf
File Size:	80 kb
File Type:	pdf

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ACML_2019-Q3
File Size:	365 kb
File Type:	pdf

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ACML_2019-Q4
File Size:	1274 kb
File Type:	pdf

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