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Investor Letters and Research

2020

  • Q4 2020 Investor Letter
  • PINS Presentation from 11/18/2020
  • Q3 2020 Investor Letter
  • Q2 2020 Investor Letter
  • Q1 2020 Investor Letter

2019

  • Q4 2019 Investor Letter
  • Q3 2019 Investor Letter
  • Q2 2019 Investor Letter
  • Q1 2019 Investor Letter

2018

  • 2018 Annual Investor Letter
  • Q2 2018 Investor Letter

2017

  • Manager Outlook for 2018 (FROM 2017 ANNUAL LETTER)  |     2017 Annual Investor Letter (FULL)
  • Q3 2017 Investor Letter
  • Q2 2017 Investor Letter
  • Q1 2017 Investor Letter

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