Every three months, we send a quarterly letter to clients. A careful look at what the markets have done, what we have paid attention to, and what we expect. Alongside it, an honest account of where the company is, what we have shipped, and what we have learned.

It is the most substantial thing we publish, and the only thing we publish on a fixed schedule.

The shorter, more current commentary lives on social media. Both of us post regularly across the platforms below. If you want to follow our thinking between quarterlies, those are the places to look.

Sam writes short essays when he has something worth saying. These will live here on the journal page in time, free to read.