Vltava Fund letter to investors for the third quarter ended September 30, 2019; titled, "Japan And Lapland."
Q2 hedge fund letters, conference, scoops etc
This summer, I had an opportunity to visit two places the names of which almost rhyme (and in fact their names in Czech differ by just one letter): Japan and Lapland. Although I had been in Lapland previously, this was the first time Japan found its way into my travel plans, and it was the 75th country I had visited. Wherever I travel, I always look at the world in part through my investing eyes. It is an aspect of my job conditioning.
My notion of an ideal vacation always combines the outdoors and physical activity,...
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