Patient Capital
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Patient Capital Fund Newsletter
Deep Dives on Listed Companies
10 posts · theirs
Lately
Podcast Interview: Nu Holdings (NU)
Nu Holdings (NU)
Microsoft and the Agentic Race
Book Review: "The Nvidia Way - Jensen Huang and the Making of a Tech Giant"
2025 Portfolio Update
Trust the Process
Boot Barn
Market Drawdowns and Mean-Reversion
How the European Commission Is Making Google a Worse Product (Again)
Google found guilty of illegal exclusive dealing
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