Investor Letters

INVESTOR LETTERS

On a quarterly basis, I write letters to:

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

2020

ACML_2020-Q1.pdf
File Size:	374 kb
File Type:	pdf

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ACML_2020-Q2.pdf
File Size:	374 kb
File Type:	pdf

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ACML_2020-Q3.pdf
File Size:	478 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:	771 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:	483 kb
File Type:	pdf

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ACML_2019-Q4
File Size:	1463 kb
File Type:	pdf

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