NWTM ManagementUpdate from the Desk of NWTM ManagementQ4 2023 — Sent to clients on Dec 21st, 20232 min read·Jan 9, 2024----
NWTM ManagementQ2 2023 Investor LetterOur views on the current market regime and other updates from NWTM Management, an unconstrained investor7 min read·Apr 20, 2023----
NWTM ManagementFTX 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…1 min read·Dec 20, 2022----
NWTM ManagementQ2 2022 Investor LetterUpdates From the Desk (Originally sent out to investors on May 26th, 2022)12 min read·Jun 2, 2022----
NWTM ManagementShorting your way to Net The #ESG Impact of your PortfolioA thesis we wrote in combination with our research partner New Atlantis Research3 min read·Nov 26, 2021----
NWTM Management#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…1 min read·Nov 5, 2020----
NWTM ManagementNWTM ManagementOctober 2020 Update — Published October 1st, 20201 min read·Oct 14, 2020----
NWTM ManagementSaaS Investment Pitch — Market Neutral Pair TradePublished in July, 20201 min read·Jul 26, 2020----
NWTM ManagementPandemic UpdatePublished to newsletter subscribers on March 20th, 20205 min read·May 21, 2020----