In our post this morning — Portfolio Update, 23Q2 Earnings Pre-Read — we mistakenly called FirstPartyCapital “ThirdPartyCapital.” Mistakes aside, their newsletter on MadTech is required reading. You can check it out here.
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#47: Portfolio Update, 23Q2 Earnings Pre-Read [CORRECTION]
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In our post this morning — Portfolio Update, 23Q2 Earnings Pre-Read — we mistakenly called FirstPartyCapital “ThirdPartyCapital.” Mistakes aside, their newsletter on MadTech is required reading. You can check it out here.