We recently cleaned up the archives for our quarterly "A Few Things We Learned" deck. In case you found it useful in the past, please subscribe at o8cap.substack.com, and you'll get notified when we publish every quarter.
Great work as always by @chrishuskey @albertjchiang @LastDon_10
It's that time of the year again. Presenting - a few things we learned - 1Q'2021 edition. The full presentation available at afewthingswelearned.com. In case this is useful to your twitter followers, please re-tweet.
Octahedron Quarterly Insights : octahedroncapital.com/resear…


















