The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses

October 2022

The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses

September 2022

The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses

July 2022

The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses
The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses

June 2022

The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses

April 2022

The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses
The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses

March 2022

The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses
The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses

February 2022

The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses

January 2022

The following contains our view on the market and the interesting dynamics that inform our investing in consumer technology businesses