Apologies for the lack of updates recently. A lot of changes going on.
I will be leaving my current firm (US compounder, LT-focused) to join a smaller, small/micro-cap EM/Frontier fund with a personal focus around Asia. Exciting times to be involved, and the opportunity set is mouth-watering. The direction of the blog will likely tilt in that direction in the future, but it will at least still mostly be about investing!
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