Madera ONE Fund Up 89% YTD – 3Q18 Commentary: Something Old, Something New – Our new big short
Madera Technology Partners commentary for the third quarter ended September 30, 2018; titled, "Something Old, Something New."
Dear Partner,
It is invigorating to see the amount of profound value that innovation is generating. I remember walking between meetings in San Francisco in summer of 2008, and just taking a mental step back to put everything into perspective, to encapsulate how powerful in terms of economic cycles these technology-driven changes would become. I phoned back to headquarters and was told how wrong I was. We are thrilled to be a part of it.
Q3 hedge fund letters, conference, scoops etc
Madera ONE, our global streaming video strategy, returned -4.4% in 3Q and is +89% YTD
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