Our investor letters highlight key portfolio holdings, our current views on the market, and general musings that we think our partners may find interesting. Through these letters, we hope our investors have a better sense of how we think and evaluate potential investments at Hayden Capital. One...
A look at my employment history reveals someone with a poor sense of timing.I sold knives door-to-doorin 2004, missing the boom of door-to-door sales by a handful of decades. My foray into real estate was closer to the peak, as I bought and renovated a foreclosed property in 2005. ...