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Carnot Fund I: Newsletter Volume VIII
A snapshot of the portfolio, new positions, and an updated watchlist.
Nov 8, 2025
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Carnot Fund I: Newsletter Volume VII
A snapshot of the portfolio, new positions, and an updated watchlist.
Oct 18, 2025
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Carnot Fund I: Newsletter Volume V
A snapshot of the portfolio, new positions, and an updated watchlist.
Sep 27, 2025
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Carnot Fund I: Newsletter Volume IV
A snapshot of the portfolio, new positions, and an updated watchlist.
Sep 20, 2025
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Carnot Fund I: Newsletter Volume III
A snapshot of the portfolio, new positions, and an updated watchlist.
Sep 13, 2025
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Joint Stock Company Kaspi.kz - (KSPI)
Kaspi from business model to valuation.
Sep 11, 2025
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The Investing Confluence
What needs to go right to find success in long term investing
Sep 8, 2025
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Carnot Fund I: Newsletter Volume II
A snapshot of the portfolio, new positions, and an updated watchlist.
Sep 6, 2025
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A Hidden Monopoly in Plain Sight
Breaking down a wonderful business that we're happy to own for the long run.
Sep 3, 2025
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Carnot Fund I: A New Consideration
Uncovering a newly unloved equity in the contrarian's hunting ground.
Sep 1, 2025
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Carnot Fund I: Newsletter Volume I
A snapshot of the portfolio, new positions, and an updated watchlist.
Aug 30, 2025
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The Sizing Paradox
How Much is Too Much in the Value Investor's Portfolio?
Aug 26, 2025
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