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Inflation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2023 Q2 | Jul 31, 2023 |
1578 Partners, LP Marc Werres
|
View | Compounders, Recovery, Inflation | NFLX | Disinflation, earnings growth, Economic Resilience, Intrinsic Value, quality businesses |