Interconnected

Interconnected

($) Q3 2023 Letter: Sideways Market Continues with More War

"War is always bearish on money.” -- Philip Fisher

Kevin Xu's avatar
Kevin Xu
Oct 18, 2023
∙ Paid

Welcome to our first-ever quarterly investment performance deep dive letter. To new and old readers alike, a friendly reminder of who we are: at Interconnected, we run a long-only equity portfolio th…

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