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Ryan Henderson
@ccm_ryan
January 24
$20.6m
follower assets
Our Arch Capital 2022 Annual Letter
We just published and sent out our annual letter to Arch Capital investors. For anyone who wants to read it (6 pages), here's the link:
https://www.archcapitalfund.com/_files/ugd/d7eae5_c7c08886d89d4cf89bb65db91e98e16e.pdf?utm_campaign=ab3024fd-2880-430f-ac32-becb9ddc7e89&utm_source=so&utm_medium=mail&cid=2ba80e36-22de-4224-a75a-baeb1c8aa83a
Would greatly appreciate any feedback!
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2 Comments
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Conor Mac
@investmenttalk
January 24
Appreciate the transparency gents!
How are you feeling about
$MTCH
under new management?
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1 Reply
Ryan Henderson
@ccm_ryan
January 24
Author
@investmenttalk
So far I like BK. The cadence of Hinge rollout in Europe seems to be quicker and going ok, plus I appreciate the experimenting around new pricing plans.
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