Quarterly and Annual Letters

Welcome to the 2024 annual letter of Interconnected Capital.  To new and old readers alike, a friendly reminder: I run a global technology long-only fund focused on investing in the “picks and shovels” of the interconnected global digital AI economy. I draw on my

Welcome to Interconnected Capital’s first half (H1) of 2024 investment performance letter, which I write on a quarterly basis. (You can find my Q1 letter here.) To new and old readers alike, a friendly reminder: I run a global technology equity portfolio focused

Welcome to my first quarterly letter of 2024.  To new and old readers alike, a friendly reminder: at Interconnected, I run a long-only equity portfolio that is laser-focused on investing in the “picks and shovels” of the interconnected global digital AI economy. I draw

Welcome to our first-ever quarterly investment performance deep dive letter. To new and old readers alike, a friendly reminder of who we are: at Interconnected, we run a long-only equity portfolio that is laser-focused on investing in the “picks and shovels” of the interconnected