KNA Capital Q3 2024 Letter

KNA Capital’s third quarter 2024 letter can be found by clicking the button below. The letter features a discussion of our investment in Spotify, how KNA thinks about portfolio weighting, and why our letters will focus on fundamental trends rather than market price changes at our companies.

Important disclaimer:

For informational purposes only. Not intended as investment advice or a recommendation of any particular security or strategy. Information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. For more information about KNA Capital, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov.