Mayar Capital, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly net loss of -5.26 was delivered by the fund for the third quarter of 2021, and this compares to its benchmark, the MSCI World Index returning -0.01 % for the same period. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.
Mayar Capital, in its Q3 2021 investor letter, mentioned Dropbox,...
