Here’s my Q2 2026 investor letter, recently published on Substack (free to read). It includes the full performance table since inception (2023) and in-depth analysis on Alibaba, PayPal, Flowers Foods, and Lululemon.
Feedback is welcomed!
Portfolio:
1. Alibaba
2. Flowers Foods
3. PayPal
4. SCHE
5. Lululemon
6. Clorox
