8 Comments
Nov 24, 2023Liked by Wolf of Harcourt Street

Great write-up👍 I’ll put the link to the Friday Roundup, which will be shared later today.

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Thank you for this analysis.

If you haven't already done so, I invite you to read Sohra Peak's quarterly reports; the fund manager has written extensively about Auto Partners. You can start with this one: https://sohrapeakcapital.com/wp-content/uploads/2023/07/Sohra-Peak-Capital-Partners-Partnership-Letter-Q2-2022.pdf

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Hi Wolf, thank you for great report, it was pleasure to read. May I ask how you were able to participate in earnings call? I would like to sign into next one.

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