Media

We publish our investment commentary on a quarterly basis. Our writings help contextualize our investment approach over time.

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January 30, 2021

On The Investing City Podcast

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January 30, 2021

Twitter: Unique Internet Asset, With Improving Monetization

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January 30, 2021

PayPal and Roku: Improving Unit Economics in Large

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January 30, 2021

On Yet Another Value Podcast

January 30, 2021

Elliot is Co-host of This Week in Intelligent Investing