It’s been an incredible year, ending on a high note with the Palantir rally. Looking ahead, 2025 holds plenty of uncertainty but also potential. The prospect of Trump’s improbable presidency suggests the rise of an American oligarchy, where his supporters might reap significant rewards. ESG investments seem unlikely to see a major surge, while Chinese EVs face increasing global restrictions. Given these dynamics, it’s clear we should focus our attention on the US m...

The portfolio has outperformed all the benchmarks over the past year, having made certain good calls such as the Nvidia AI wave, irrational palantir holding, the listing of Reddit, the recovery of the Crowd strike technical glitch, growth of Private credit, and of course swapping everything into the election day Tesla bet (trump 250-kam200) for a final 20% jump.