News
Firm updates.
Notices, updates, and editorial from the firm.
— Firm updates— Updated periodically
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Welcome to the Trallisons blog.
A new section of the site for longer-form thinking on capital, holdings, and the businesses we work alongside.
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Should You Let AI Crawl Your Website? The Honest 2026 Answer
Every week another AI bot shows up in your server logs. Here's how to decide whether to let them in or block them at the door.
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Notes on long-hold investing.
The investments that work for us are rarely the ones that look most exciting on the day they're made.
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On the holdings page.
Why the holdings list is short, why it changes slowly, and what we communicate about each one.