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Annual Letter


Dear Fellow Investors, 

THANK YOU for reading our annual letter!

Kind regards, Andy Preikschat, CFA

INTERVIEW: "From Microsoft to microcaps" (April 2020)

Fun interview! Stories include: Andy's time as Bill Gates' equity trader (1998-99), Andy covering Apple at ~$1 (2001), Andy's three main filters for evaluating microcaps and small PE deals (today).