The 4th Pillar: January 2025

The 4th Pillar

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Happy New Year, I hope you are all set for the rollercoaster that 2025 promises to be. We are starting the year slightly differently with James and I discussing on video the events of 2024, the overall thesis we have and what we expect going into 2025.

You can access the video recording of our conversation here and find the portfolio updates below.

Happy New Year, I hope you are all set for the rollercoaster that 2025 promises to be. We are starting the year slightly differently with James and I discussing on video the events of 2024, the overall thesis we have and what we expect going into 2025. You can access the video recording of our…

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