Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Diranko Capital posted an 11.2% net return in Q3 2025, but the manager cautions that the massive capital expenditures by Big Tech in AI are unlikely to achieve sustainable returns, prompting him to avoid the sector entirely.
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Diranko Capital posted an 11.2% net return in Q3 2025, but the manager cautions that the massive capital expenditures by Big Tech in AI are unlikely to achieve sustainable returns, prompting him to avoid the sector entirely.
