PinnedCronyism and other investing themes for 2019A quick overview of some of the current themes we are reviewing and allocating toJan 21, 2019Jan 21, 2019
Elections & Markets (Sept, 2024)The below article was published in partnership with New Atlantis Research to our distribution list in early Sept, 2024. A lot has changed…Oct 9Oct 9
Q2 2023 Investor LetterOur views on the current market regime and other updates from NWTM Management, an unconstrained investorApr 20, 2023Apr 20, 2023
FTX ResponseBelow you will see a copy of the note we sent out after the FTX collapse in Nov 2022 — we were highly fortunate to not be materially…Dec 20, 2022Dec 20, 2022
Q2 2022 Investor LetterUpdates From the Desk (Originally sent out to investors on May 26th, 2022)Jun 2, 2022Jun 2, 2022
Shorting your way to Net The #ESG Impact of your PortfolioA thesis we wrote in combination with our research partner New Atlantis ResearchNov 26, 2021Nov 26, 2021
#Bitcoin (way back then)In commemoration of the current resurgence of one of our favorite assets, please see the links below which are a couple of short, sweet…Nov 5, 2020Nov 5, 2020
