4M Works - Letters

LETTERS

Quarterly updates on capital allocation

Letters are published quarterly and reflect capital allocation decisions, portfolio changes, and relevant observations during the period. The 4M Works portfolio was launched in January 2026.

Links will appear here starting after the first full quarter.

DISCLAIMER

Positions can change without notice. This website is for informational purposes only and does not constitute financial or investment advice. The author is not a licensed financial advisor. Nothing on this site constitutes an offer, solicitation, or recommendation to buy or sell any security. Investing in individual securities and derivatives involves significant risk, including loss of capital. Any decisions made based on the content herein are the sole responsibility of the reader.