𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟲 𝗠𝗲𝗺𝗼 - 🟢 𝗙𝗶𝗿𝘀𝘁 𝗵𝗮𝗹𝗳 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝘂𝗽𝗱𝗮𝘁𝗲
Dear Infinite Fund partners,
This month’s memo is just a brief first-half update on the fund’s performance and the drivers behind this.
📈 Most importantly for Partners, in the first half ending 30th June 2026,... Vis flere Oversett
Dear @eToroInvestment
I miss the old days where on the app, through Discover or the Copy Popular Investors tabs/buttons, you had fair, different leaderboards showing performance across different timeframes. Instead, now all I can see is a few "trending investors" and then it's just always... Vis flere Oversett
𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲 𝗠𝗲𝗺𝗼 - 𝗗𝗶𝗳𝗳𝗶𝗰𝘂𝗹𝘁𝗶𝗲𝘀 𝗶𝗻 𝘀𝗽𝗼𝘁𝘁𝗶𝗻𝗴 𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗰𝘂𝗹𝘁𝘂𝗿𝗲𝘀 🟢
Dear Infinite Fund partners,
In today’s memo, I will be briefly discussing the difficulties in spotting changes in a company’s execution and culture.
The internal culture... Vis flere Oversett
𝗠𝗮𝘆 𝟮𝟬𝟮𝟲 𝗠𝗲𝗺𝗼 - 𝗧𝘄𝗼 𝗿𝗲𝗰𝗲𝗻𝘁 𝗹𝗼𝘀𝘀𝗲𝘀 𝗮𝗻𝗱 𝗼𝗻𝗲 𝗰𝗵𝗮𝗻𝗴𝗲 𝗶𝗻 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 🟢
Dear Infinite Fund partners,
In today’s memo, I will be discussing two positions I sold out of fully this year at a loss, as well as a change I’ve made in my portfolio... Vis flere Oversett
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... Vis flere Oversett
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... Vis flere Oversett
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... Vis flere Oversett
🟢🟢 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)... Vis flere Oversett
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... Vis flere Oversett
🟢 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... Vis flere Oversett
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Fri Aug 07 2026 10:15:00 GMT+0000 (Coordinated Universal Time)