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Q1 2025 Investor Letter
Outperformance through Contrarianism
Apr 4
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Jack Beiro
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Q1 2025 Investor Letter
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Alibaba Earnings Review
Inflection Point for BABA and Broader Chinese Tech
Feb 23
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Jack Beiro
1
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Alibaba Earnings Review
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Q4 2024 Results and Reflections
"Volatility is the Price of Admission"
Jan 18
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Jack Beiro
2
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Q4 2024 Results and Reflections
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Investment Case: Alibaba Group Holding
Mar 4, 2023
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Jack Beiro
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Investment Case: Alibaba Group Holding
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Investment Case: StoneCo Ltd.
Mar 18, 2023
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Jack Beiro
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Investment Case: StoneCo Ltd.
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Investing Through Geopolitical Risk
May 8, 2023
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Jack Beiro
6
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Investing Through Geopolitical Risk
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Contrarian Investing
Mar 29, 2023
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Jack Beiro
5
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Contrarian Investing
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Q1 2023 Letter to Partners
Apr 4, 2023
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Jack Beiro
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Q1 2023 Letter to Partners
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Q3 2024 Investor Letter
Oct 2, 2024
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Jack Beiro
4
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Q3 2024 Investor Letter
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Investing Through Geopolitical Risk
Owning Chinese Stocks in 2023
May 8, 2023
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Jack Beiro
6
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Investing Through Geopolitical Risk
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Selling StoneCo Ltd. (STNE)
Why We Sold Our Position in StoneCo
May 20, 2024
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Jack Beiro
4
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Selling StoneCo Ltd. (STNE)
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PayPal’s Q1 2024 Earnings Review
Turnaround in Progress ✅
May 3, 2024
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Jack Beiro
2
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PayPal’s Q1 2024 Earnings Review
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Q3 2024 Investor Letter
A Reflexive Shift in the China Narrative
Oct 2, 2024
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Jack Beiro
4
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Q3 2024 Investor Letter
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Alibaba Group- Q4 FY’24 Review
Prioritizing GMV Growth and Returning Capital to Shareholders
May 15, 2024
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Jack Beiro
2
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Alibaba Group- Q4 FY’24 Review
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Contrarian Investing
It's Not Supposed to Be Easy
Mar 29, 2023
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Jack Beiro
5
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Contrarian Investing
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Q2 2024 Letter
Results & Reflections
Jul 11, 2024
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Jack Beiro
1
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Q2 2024 Letter
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Q1 2024 Letter
Results & Reflections
Apr 23, 2024
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Jack Beiro
4
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Q1 2024 Letter
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JD.com Earnings Review
Improving Fundamentals and Returning Capital to Shareholders
Mar 11, 2024
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Jack Beiro
4
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JD.com Earnings Review
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