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August 29, 2020 Ram Parameswaran on Tech: A Few Things We Learned in Q2 2020 Read More

March 27, 2020 Elliot Turner on Intelligent Investing in Crisis Mode: The COVID Response, and Selected Ideas Read More

March 21, 2020 Joe Magyer on Intelligent Investing in Crisis Mode: Aligning the Portfolio with Accelerating Trends Read More

February 14, 2020 Impressions from Ideaweek St. Moritz 2020 Read More

January 16, 2019 PayPal and Roku: Improving Unit Economics in Large Markets Read More

July 7, 2015 eBay, PayPal: Buy Two Moats For The Price of One Read More