KIP 2022 Annual Letter
The Axe of Quality
Mikhail Lomtadze's Presentation + My 2 Cents
Six Month Sensations
Ten Square Games (TEN.WA)
Humansoft Holding Company (HUMANSOFT.KW)
Tencent, China, and The Circle of Competence
Vontier Corporation (NYSE: VNT)
Hammer and Nail: My Issue With DCF
Turning Point Brands (NYSE:TPB)
Foot Locker (NYSE: FL)
A Meeting With a Hedge Fund Manager
KASPI.KZ (LSE:KSPI)