The GDS Investments philosophy is to invest in foundationally strong companies which are well-positioned for long-term growth and then hold them for a long time. That strategy directs our focus onto companies with talented leadership, long-term strategies which include current investment for future growth, and vision which extends well beyond the next news cycle. Ours is a strategy in opposition to market and media environments which are oriented toward short-term actors chas

You wrote in your “Inflation, Ukraine and Portfolio Updates” letter, “An even more diminished Russia will likely have little impact upon American investors.” That is likely true per se, but at the same time, the markets have reacted strongly as different pieces of news about the invasion emerge, and events have clearly had an impact on oil prices around the world, which in turn has implications for industries across the board. If Russia’s actions are having those kinds of imp