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Q1 2024: Inner Scorecard
Welcome to my first quarterly letter of 2024. To new and old readers alike, a friendly reminder: at Interconnected, I run a long/short equity portfolio…
May 1
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Kevin Xu
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Q1 2024: Inner Scorecard
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($) Less is More: 2023 Annual Letter
Welcome to my first annual investment letter – a deep dive review of my performance from the previous year and some honest reflections, professional and…
Jan 12
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Kevin Xu
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($) Less is More: 2023 Annual Letter
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($) Q3 2023 Letter: Sideways Market Continues with More War
"War is always bearish on money.” -- Philip Fisher
Oct 18, 2023
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Kevin Xu
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($) Q3 2023 Letter: Sideways Market Continues with More War
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