Michael Nowacki
Durable Growth 2021 Investor Letter
This letter discusses our 2021 performance, market volatility, and when we would sell.
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Michael Nowacki
- Aug 2, 2021
- 6 min
Durable Growth H1'21 Investor Letter
To Our Investors: The purpose of our investor letters is to communicate our recent performance and educate investors on our investment...
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Michael Nowacki
- Feb 23, 2021
- 11 min
Durable Growth 2020 Investor Letter
An overview of our QGV Investment Framework, organizational structure, and market commentary.
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Michael Nowacki
- Jan 16, 2021
- 21 min
Methods of Estimating Value
A primer on estimating the value of a company.
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