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Conviction
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 |
RGA Investment Advisors Jason Gilbert
|
View | Innovation, Conviction | AWE LN, CRSP, FEVR LN, MTN, PTON, PYPL, ROKU, WDAY | asymmetry, balanceSheet, conviction, innovation, technology |
| 2025 Q2 | Jul 4, 2025 |
Maple Tree Capital – Heartwood HenryInvests
|
View | Conviction | DNUT | Adaptability, Discipline, high conviction, misunderstood companies, Operating Leverage |
| 2024 Q4 | Jan 23, 2025 |
Flattery Wealth Management Andrew Flattery
|
View | Compounding, Bitcoin, Conviction | MSTR | Bitcoin Adoption, Concentrated Investing, Conviction Investing, Founder Alignment, Long-Term Compounding |