Greenhaven Road Capital recently released its Q2 investor letter (you can down a copy below). The fund appreciated in excess of 1% for the second quarter, net of all fees and expenses, and was up approximately
9% through June 30th.
“I remain confused by some of the policy decisions our current administration is making. It strikes me as unusual to cut taxes and raise deficits in a period where unemployment is below 4%. Similarly, provoking trade wars would not be my first agenda item if...
