The purpose of this yearend review is to share some of our learnings over the past year; rub our noses in our mistakes and to suggest some ways in which we can improve. We start with an overview of the year. Then we move on to review the positions we sold – there were a lot of mistakes – and to briefly cover the thesis of our currently portfolio. Next, we critically analyse how our businesses did in 2022. Finally, we will conclude by expressing some of our goals and thoughts for the next year.
Annual letter 2022
Annual letter 2022
Annual letter 2022
The purpose of this yearend review is to share some of our learnings over the past year; rub our noses in our mistakes and to suggest some ways in which we can improve. We start with an overview of the year. Then we move on to review the positions we sold – there were a lot of mistakes – and to briefly cover the thesis of our currently portfolio. Next, we critically analyse how our businesses did in 2022. Finally, we will conclude by expressing some of our goals and thoughts for the next year.