Quarterly and Annual Letters

Welcome to the Q2 2025 update of Interconnected Capital.  To new and old readers alike, a friendly reminder: I run a global technology long-only fund focused on investing in both the hardware and software “picks and shovels” of the interconnected global digital AI economy.

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