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Letters


Commentary

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Letters


Commentary

To join Upslope’s quarterly mailing list, please visit the Contact page. Note: letters prior to 2017 Q2 written by the portfolio manager while at previous firm.

 

quarterly letters to investors

All Past Letters (Single PDF)
2026 \ Q1
2026 \ Q2
 
2025 \ Q1
2025 \ Q2
2025 \ Q3
2025 \ Q4
2024 \ Q1
2024 \ Q2
2024 \ Q3
2024 \ Q4
2023 \ Q1
2023 \ Q2
2023 \ Q3
2023 \ Q4
2022 \ Q1
2022 \ Q2
2022 \ Q3
2022 \ Q4
2021 \ Q1
2021 \ Q2
2021 \ Q3
2021 \ Q4
2020 \ Q1
2020 \ Q2
2020 \ Q3
2020 \ Q4
2019 \ Q1
2019 \ Q2
2019 \ Q3
2019 \ Q4
2018 \ Q1
2018 \ Q2
2018 \ Q3
2018 \ Q4
2017 \ Q1
2017 \ Q2
2017 \ Q3
2017 \ Q4
 
2016 \ Q3
2016 \ Q4
 

Investment Materials & Market Updates

Core Investing Beliefs & Tenets (Jul 2026)
VALUEx Creativity in short-selling (June 2023)
Short FOCS - Discussion Materials (January 2020)
Short SEE - Discussion Materials (August 2019)
Short COKE - Discussion Materials (May 2019)
UNC Lecture Materials (February 2019)
Long Crown - Valuex Vail (June 2017)
 

Media & PRess

Odds on Open Podcast Interview (May 2026)
Best Anchor Stocks Podcast (October 2024)
Value After Hours Podcast (October 2024)
Financial Times on China (February 2024)
Security Analysis Podcast (December 2023)
ChitChat Money Podcast (October 2023)
Economist on Garmin (September 2023)
Capital Employed Interview (July 2023)
The Business Brew Podcast (May 2021)
Business Insider on SPACs (April 2021)
Hidden Value Stocks Interview (April 2021)
Grant's Interest Rate Observer on SPACS (Dec 2020)
Value Hive Podcast Interview (April 2020)
Bespoke Investment Podcast (November 2017)
SeekingAlpha Interview (October 2017)