Kent's Letters

A quarterly perspective from Kent Whitaker on the KP7 portfolio, the markets and the opportunities we see ahead.

August 11, 2026

Letter #21

April 16, 2026

Letter #20

January 19, 2026

Letter #19

October 23, 2025

Letter #18

July 21, 2025

Letter #17

January 31, 2025

Letter #16

October 16, 2024

Letter #15

July 24, 2024

Letter #14

April 29, 2024

Letter #13

January 16, 2024

Letter #12

October 23, 2023

Letter #11

July 6, 2023

Letter #10

April 4, 2023

Letter #9

January 16, 2023

Letter #8

October 10, 2022

Letter #7

August 8, 2022

Letter #6

July 8, 2022

Letter #5

April 8, 2022

Letter #4

January 21, 2022

Letter #3

November 1, 2021

Letter #2

October 4, 2021

Letter #1