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Bubble
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 10, 2025 |
Moon Capital Management Garrett Arms
|
View | AI, Valuation, Bubble | - | AI, Bubble, fundamentals, Speculation, valuation |
| 2025 Q3 | Oct 31, 2025 |
Kinsman Oak Alexander Agostino
|
View | Bubble | - | Bubble, Capex, debasement, Speculation, Valuations |