| Quarterly Investor Letters | ||||
|---|---|---|---|---|
| 2023 | 1st Quarter | 2nd Quarter | ||
| 2022 | 1st Half | 2nd Half | ||
| 2021 | 1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter |
| 2020 | 3rd Quarter | 4th Quarter | ||
| 2019 | 1st Quarter | 2nd Quarter | 3rd Quarter | |
| 2018 | 1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter |
| 2017 | Year End | 2nd Quarter | 3rd Quarter | 4th Quarter |
| 2016 | Year-to-Date | Ambac Research | 4th Quarter | |
| 2015 | Year-to-Date | |||
| Previous Letters | ||||
|---|---|---|---|---|
| 2014 | 1st Half | 2nd Half | ||
| 2013 | 1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter |
| 2012 | 1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter |
| 2011 | 1st Quarter | 2nd Quarter | 3rd Quarter | 4th Quarter |
| 2010 | Strategy/Goals | 4th Quarter | ||
| Download All Letters |