Patient Capital Fund Newsletter
SubstackArticles
8
Companies covered
5
Sectors
2
Countries
2
Research Articles
Microsoft and the Agentic Race
Mar 4, 2026
United States v. Live Nation-Ticketmaster
May 28, 2024
United States v. Google
Apr 29, 2024
Google now has 9 apps with over a billion users
Jan 17, 2023
Tencent: Naspers ganz großer Coup
Jul 5, 2021