Perspectives
What we think, in writing.
Occasional notes from the people who run the group — on capital, diamonds, materials, and the markets we trade. Written to be read slowly, and kept.
Occasional notes from the people who run the group — on capital, diamonds, materials, and the markets we trade. Written to be read slowly, and kept.
Selected notes from the group.
The market prices the quarter. The balance sheet prices the decade. On what holding — properly — actually requires.
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Everyone trades on someone else's infrastructure. On why we build the engines, and what that is worth.
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Rough stone, cut stone, held stone. On why the most valuable thing about a diamond is not what catches the light, but what survives the pressure.
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When you own the network, you stop renting your advantage. On distribution as a moat.
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Statistical arbitrage and yields are not the same game. On where the edge lives when everyone else is crowded — and why the harvest of the gaps is the business.
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Discretion is not secrecy. On building a house that outlasts the people who built it.
Read perspective →“We write what we believe, and we believe what we own.”
Follow the firm. Open roles, perspectives, and what we are building — posted as it happens.
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