Share this postQ1 2024 Lettertidefall.substack.comCopy linkFacebookEmailNoteOtherQ1 2024 Letter$BAT $FIH.U $FFH.toTrevor ScottJul 17, 202414Share this postQ1 2024 Lettertidefall.substack.comCopy linkFacebookEmailNoteOtherShareAs a reminder, our letters are published on a one quarter delayed basis. PDF Link