𝗔𝗽𝗿𝗶𝗹 𝟮𝟬𝟮𝟲 𝗠𝗲𝗺𝗼 🟢𝘼.𝙄, 𝙩𝙝𝙚 𝙙𝙞𝙨𝙧𝙪𝙥𝙩𝙞𝙤𝙣 𝙖𝙣𝙙 𝙝𝙤𝙬 𝙄𝙣𝙛𝙞𝙣𝙞𝙩𝙚 𝙁𝙪𝙣𝙙 𝙞𝙨 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣𝙚𝙙
Dear Infinite Fund partners,
In today’s memo, I will be discussing one of the large technology disruptions taking place currently, A.I, and how our portfolio holdings... Afficher plus Traduction
𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟲 𝗠𝗲𝗺𝗼 🟢
Dear Infinite Fund partners,
In this memo, I will be discussing a recent investment loss I have made in the portfolio, as well as how my views (thesis) on a company are fluid, changing with time and new information.
The investment loss in question was a small investment... Afficher plus Traduction
𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟲 - 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗺𝗲𝗺𝗼 🟢
Dear Infinite Fund partners,
In this monthly memo, I wanted to walk you through 𝗮 𝗰𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝘆 of my $SPOT (Spotify Technologies SA) investment over the years. The attached chart shows all of the buys and sells of Spotify shares that I... Afficher plus Traduction
🟢🟢 𝟮𝟬𝟮𝟱 𝗬𝗲𝗮𝗿-𝗲𝗻𝗱 𝗜𝗻𝗳𝗶𝗻𝗶𝘁𝗲 𝗙𝘂𝗻𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗹𝗲𝘁𝘁𝗲𝗿 🟢🟢
Dear Infinite Fund Partners (and potential partners),
Please find below the link to my 2025 Annual Partner letter. This 12-page letter goes through:
1) The returns of the fund for the last year and since inception
2)... Afficher plus Traduction
𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 - 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗺𝗲𝗺𝗼 🟢
Dear Partners,
This is my last monthly memo for another year. As always, I will give a detailed summary of the year in January with my 2025 Annual Investor letter to partners. A few practical points to discuss in this December memo:
𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹... Afficher plus Traduction
🟢 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝗠𝗲𝗺𝗼 - 𝗔.𝗜, 𝗮𝗻𝗱 𝗵𝗼𝘄 𝗜 𝗵𝗮𝘃𝗲 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗲𝗱 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼
Dear Infinite Fund Partners,
I hope you all are well as the winter months draw in. For this month’s memo, I wanted to discuss the hot topic of the last few years, 𝗔.𝗜, and... Afficher plus Traduction
🟢 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗠𝗲𝗺𝗼 - 𝗗𝗲𝗳𝗲𝗻𝘀𝗶𝘃𝗲 𝗽𝗮𝗿𝘁𝗶𝗮𝗹 𝗿𝗲𝗯𝗮𝗹𝗮𝗻𝗰𝗲
Dear Infinite Fund partners,
I hope everyone is keeping well.
One of the processes I use to manage risk in the fund is by 𝙥𝙚𝙧𝙞𝙤𝙙𝙞𝙘𝙖𝙡𝙡𝙮 𝙧𝙚𝙗𝙖𝙡𝙖𝙣𝙘𝙞𝙣𝙜 the size of the fund's holdings,... Afficher plus Traduction
Dear Infinite Fund Partners,
There is currently an error on Etoro with a selection of stock pricings. On the data from eToro, these companies are showing as down 100% in the P/L calculation which is therefore showing a big drop in investor's balances since yesterday. This error will hopefully be... Afficher plus Traduction
𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 𝗠𝗲𝗺𝗼 🟢
𝗛𝗶𝘁 𝗿𝗮𝘁𝗲 𝘃𝘀 𝗦𝗶𝘇𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗵𝗶𝘁𝘀 & 𝗺𝗶𝘀𝘀𝗲𝘀 - 𝗔𝘀𝘆𝗺𝗺𝗲𝘁𝗿𝗶𝗰 𝗿𝗲𝘁𝘂𝗿𝗻 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀
Dear Infinite Fund Partners,
I hope everyone is doing well and having a good 2025. This short memo is about the difference between... Afficher plus Traduction
🟢🟢 𝟯𝗿𝗱 𝗔𝗻𝗻𝘂𝗮𝗹 𝗜𝗻𝗳𝗶𝗻𝗶𝘁𝗲 𝗙𝘂𝗻𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗹𝗲𝘁𝘁𝗲𝗿 🟢🟢
Dear Infinite Fund Partners (and potential partners),
Please find below the link to my 3rd Annual Partner letter. This 12-page letter goes through:
1) The returns of the fund for the last year and since inception
2)... Afficher plus Traduction
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Sat Apr 18 2026 09:49:37 GMT+0000 (Coordinated Universal Time)