Greenhaven Road Capital commentary for the third quarter ended September 30, 2024.
Dear Fellow Investors,
The Fund (Greenhaven Road Capital Fund 1, LP, Greenhaven Road Capital Fund 1 Offshore, Ltd., and Greenhaven Road Capital Fund 2, LP) returned approximately +15% net during the third quarter, bringing year-to-date returns to approximately +12% net. Returns will vary by fund and investment class so please check your individual statements.
Self-help
The last two letters have featured the Charlie Munger quote suggesting that "[t]he big money is not in the buying or selling, but in the waiting.” There is a lot of wisdom in that short quote – compounding takes time, as does building an enduring business.
Collectively, as a...
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