Interconnected
Subscribe
Sign in
Home
Open Source
Cloud Industry
Just My Opinion
Portfolio Update
Archive
About
Portfolio Update
($) Less is More: 2023 Annual Letter
Welcome to my first annual investment letter – a deep dive review of my performance from the previous year and some honest reflections, professional and…
Jan 12
•
Kevin Xu
19
Share this post
($) Less is More: 2023 Annual Letter
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
5
($) Q3 2023 Letter: Sideways Market Continues with More War
"War is always bearish on money.” -- Philip Fisher
Oct 18, 2023
•
Kevin Xu
8
Share this post
($) Q3 2023 Letter: Sideways Market Continues with More War
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
2
💸Q3 2023 Performance Update
With Q3 officially behind us, I would like to share a quick update on the Interconnected portfolio’s quarterly investment performance update, as we have…
Oct 5, 2023
•
Kevin Xu
9
Share this post
💸Q3 2023 Performance Update
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
🤑H1/Q2 2023 Performance Update (and a Poll)
Should I start a separate investing-focused newsletter for an investment-focused audience?
Jul 29, 2023
•
Kevin Xu
10
Share this post
🤑H1/Q2 2023 Performance Update (and a Poll)
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
13
Q1 2023: Performance Update
Circle of Competence Breeds “Gumption and Patience”
Apr 27, 2023
•
Kevin Xu
10
Share this post
Q1 2023: Performance Update
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
Interconnected Annual Letter 2022
Be Flexible Within Circle of Competence
Jan 9, 2023
•
Kevin Xu
11
Share this post
Interconnected Annual Letter 2022
interconnect.substack.com
Copy link
Facebook
Email
Note
Other
2
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
