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2023 Annual Letter
Dear Investors,
Mar 9, 2024
•
Willis Cap
22
3
Latest
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Discussions
Some Thoughts on Banks
And a look at First Republic
Mar 20, 2023
•
Willis Cap
24
2
2022 Annual Letter
Dear Investors,
Jan 11, 2023
•
Willis Cap
18
2022 H1 Letter
To My Clients,
Jul 3, 2022
•
Willis Cap
10
5
2021 Annual Letter
To My Investors,
Apr 1, 2022
•
Willis Cap
15
5
Altice
My Last Levered Value Investment, I Swear
Aug 26, 2021
•
Willis Cap
22
11
Finding long-term compounders
Welcome to Concentrated Compounding by me, Willis Cap.
Aug 25, 2021
•
Willis Cap
1
2020 Annual Letter
To My Investors,
Jan 5, 2021
•
Willis Cap
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Concentrated Compounding
Finding secularly growing companies and holding them for the long-term
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