Quarterly Portfolio Update Q2 2024

On Wednesday the 28^th of August, the last company in which we have a position reported results. As I have thus far accustomed to, this report will include a brief summary of the companies’ quarterly performance and some pertinent comments on portfolio management. These updates tend to be fairly pragmatic, whereas with shareholder letters I try to shed some light on the philosophy behind the partnership’s operations.

As of Monday 2^nd of September, this is how the portfolio looks like: