Columbia Heights Partners LP:
Q2 2020 – ROE / Einstein / Compounding
Q3 2020 – 5 Businesses Thought Experiment
Q4 2020 – Athens Quote (Durant)
Q4 2021 – Tesla
Q3 2022 – Inflation / British East India Company
Q2 2023 – A Few Good Men / Top Gun / Taco Bell / AI
Q4 2023 – In Honor of Charlie Munger
Q1 2024 – Columbia Heights Return Update
Veda Global LP:
Q1 2024 – Veda Global Return Update