Original Language: TurkishMulti-Asset Variable Fund – Q1 2026
Our First Quarter Investor Letter
Notes on markets
Original Language: Turkish
SaaS-pocalypse
The Good, the Bad and the Ugly
Navigating During Trump
Feel the sentiment and stay alert.
A Slow Burn Recovery: The Journey of a Lagging Industry
How the Giant Telecom Player Can Unleash Its Potential Even Further
Multi-Year Compounding Activism
Why Pershing Square might be an assymetric play for the long-term
Uranium: On the verge of uncertanity
Tough times are ahead: How to reduce your risk while staying in the game.