Pilane Capital | DJ Thomas | Substack

Quarterly reports

Maximum drawdown and the great tech growth cycle into which Pilane Capital is invested

Aug 14

Why 24% of the portfolio is in just one stock plus an incentive to deploy more cash

Aug 14

Stoic self-reflection and a turning point in discretionary long-only investing

Aug 14

The story behind Pilane Capital's performance in a year that has seen the S&P 500 decline by 22%

Aug 14

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