Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Horizon Kinetics is purposefully avoiding the overhyped AI-IT mega-caps, opting instead to invest in the high-ROE physical bottlenecks of the tech boom—specifically land, water, and securities exchanges.
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Horizon Kinetics is purposefully avoiding the overhyped AI-IT mega-caps, opting instead to invest in the high-ROE physical bottlenecks of the tech boom—specifically land, water, and securities exchanges.
