Dear Investors,
A fascinating thing about the internet or dot-com bubble during the late 1990s to early 2000s is that the main investment thesis was correct. As expected, the internet and affordable home computers were transformative. They changed the economy and our lives. They really did revolutionize society.
Today most of us have at least one streaming service like Netflix at home. Pet owners regularly order pet food, medications, and supplies from Chewy.com. Home grocery delivery from either the grocery store chain itself or services like Instacart or DoorDash is commonplace. Most of us are connected to at least one social network like Facebook. We live in a world of connected devices from phones, laptops, and tablets to watches, fitness trackers, and...
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