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It gives us great pride to present our first Annual Letter to you. In this letter, we share our investment philoshopy and the process that we developed to select the investments that suit us. Furthermore, the letter contains our portfolio and an overview of the mistakes we made during 2022.
Furthermore, this is the first post on our website fortytwocapital.com. It is still very much under development but we did not want to wait any longer sharing our 2022 letter. Over the course of the coming months, we will periodically publish pieces of work that we find worth sharing.
For now, happy reading with our Annual Letter 2022 that you can download using the button below.