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Letters to Partners

Accredited Investors can view the partnership's letters here.

In the Media

Jon was recently featured in an interview with Sunday's Idea Brunch, a written interview series where investment managers share their best ideas and insights about their research processes. The interview can be accessed here.

Podcasts

Jon was featured on an episode of Yet Another Value Podcast where he shared his thoughts on Goeasy (GSY), a Canadian publicly traded company:

Jon Cukierwar Lays Out the Goeasy ThesisYet Another Value Podcast
00:00 / 1:07:02

Jon was featured on an episode of Planet MicroCap where he discussed his background and investment approach:

Long-Term, Conviction Investing with Jon CukierwarPlanet MicroCap Podcast
00:00 / 1:18:03

White Papers