brian4567May 4, 20211 min readDisciplina 1Q21 Quarterly LetterUpdated: Nov 7, 2022We discuss the evolving inflation situation and what it means for long term portfolios Disciplina 1Q21 Letter.pdfDownload PDF • 607KB
We discuss the evolving inflation situation and what it means for long term portfolios Disciplina 1Q21 Letter.pdfDownload PDF • 607KB
Disciplina 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.