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Patient Capital Fund Newsletter

https://patientcapitalfund.substack.com/

Mentions15
Posts5
Latest post7 Apr 2026
Nu Holdings Ltd.Podcast Interview: Nu Holdings (NU)-7 Apr 2026
Nu Holdings Ltd.Nu Holdings (NU)-11 Mar 2026
Alphabet Inc.Microsoft and the Agentic Race-4 Mar 2026
Microsoft CorporationMicrosoft and the Agentic Race-4 Mar 2026
NVIDIA CorporationBook Review: "The Nvidia Way - Jensen Huang and the Making of a Tech Giant"-30 May 2025
Wise Group plc2025 Portfolio Update-7 Apr 2025
Watches of Switzerland Group PLC2025 Portfolio Update-7 Apr 2025
Visa Inc.2025 Portfolio Update-7 Apr 2025
VEF AB (publ)2025 Portfolio Update-7 Apr 2025
Microsoft Corporation2025 Portfolio Update-7 Apr 2025
LVMH Moet Hennessy Louis Vuitton SE2025 Portfolio Update-7 Apr 2025
Fomento Económico Mexicano, S.A.B. de C.V.2025 Portfolio Update-7 Apr 2025
Fidelity National Information Services, Inc.2025 Portfolio Update-7 Apr 2025
Alimentation Couche-Tard Inc.2025 Portfolio Update-7 Apr 2025
Alphabet Inc.2025 Portfolio Update-7 Apr 2025