Blume H2 2012 Report (Part II)

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Blume Ventures continues to share its investment thesis and ideas with the world at large through our half-yearly reports. Unfortunately, some juicy details are always going to be in the realm of confidential Investor Sections but we've attempted to present as much information and our Fund working as possible. We'd rather talk about it ourselves than have random folks come to odd conclusions themselves.

[Part I is the commentary section of the report (The report is password protected - password is "tzu") - this is being shared separately on Instamojo]

You will see a reference to SECTION C - ADDENDUM in Part I - which is the Part II of the report here
Part II gives a slide-like presentation of the portfolio
(This report is also password protected - "tzu", but is available for PRINT)