The Variant Perception Blog

The Variant Perception Blog

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The Variant Perception Blog
The Variant Perception Blog
What We Got Right and What We Got Wrong (4Q 2023)
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What We Got Right and What We Got Wrong (4Q…

Mar 24, 2024
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The Variant Perception Blog
The Variant Perception Blog
What We Got Right and What We Got Wrong (4Q 2023)
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A discussion of our learnings, key themes and trade ideas that worked and didn't work during the quarter

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