Sources
BROWSEEvery indexed document — letters, memos, speeches, interviews (28)
Duquesne founder; macro concentration and asymmetric bets.
28 SOURCES165 RESEARCH UNITS31 THEMES3 COMPANIES3 EVENTS9 DECISIONS
INDEX PAGES — CROSS-REFERENCE GUIDES FOR DEEP RESEARCH
Every indexed document — letters, memos, speeches, interviews (28)
All companies referenced across the indexed record (3)
The canonical ideas this investor actually addresses (31)
Documented actions with sources and outcomes (9)
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