AUTHOR

Krishna Appala

Stories by Krishna

Investor Letters

The Smoke is Clearing. Maybe.

Krishna Appala Apr 10, 2026

Investor Letters

Buying Into the Fear

Krishna Appala Mar 10, 2026

Investor Letters

The Green Shoots

Krishna Appala Feb 26, 2026

Investor Letters

Reflecting on 2025, Positioning for 2026

Krishna Appala Jan 29, 2026