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).
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