Portfolio Update

($) Q1 2025: Trust the Process, Trust the Temperament

Welcome to the Q1 2025 quarterly update letter of Interconnected Capital.

May 4 •

2024 Annual Letter: Generational Company, Generational Wealth

Welcome to the 2024 annual letter of Interconnected Capital.

Feb 2 •

Q3 2024: Clock Starts Anew

Plus reactions to big tech earnings and election day "playbook"

Nov 2, 2024 •

H1 2024 Performance Letter: Arrogant Humility

Welcome to Interconnected Capital’s first half (H1) of 2024 investment performance letter, which I write on a quarterly basis.

Aug 1, 2024 •

Q1 2024: Inner Scorecard

Welcome to my first quarterly letter of 2024.

May 1, 2024 •

($) 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, 2024 •

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

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

Oct 18, 2023 •

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