Valuation 50 Communications & Resources

Year-End 2024

• Valuation 50 Review – Year-End 2024
• Q4 2024 Quarterly Letter

November 2024

• YTD Review – November 2024
• November 2024 Analyst Commentary

October 2024

• October 2024 Analyst Commentary
• October 2024 Trade Commentary (MCHP → AMAT, HST → CBRE)

End Q3 2024

• Q3 2024 Quarterly Letter

September 2024

• September 2024 Trade Commentary (INTC → ORCL, WBA → KDP)

End Q2 2024

• Q2 2024 Quarterly Letter

Q1 2024

• Q1 2024 Quarterly Letter

February 2024

• NVDA Expectations – February 2024
• Mag 7 Expectations – February 2024

January 2024

• Mag 7 Expectations – January 2024