brian4567Aug 8, 20221 min readDisciplina Quarterly Letter 2Q22We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.Disciplina 2Q22 Letter.pdfDownload PDF • 1.23MB
We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.Disciplina 2Q22 Letter.pdfDownload PDF • 1.23MB
Disciplina 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.