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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2025 Q4
Jan 6, 2026
Smallvalue
David Pintado
View
Follow
AI
,
Data Centers
,
Beverages
,
Copper
,
Grocers
AVGO
,
NVDA
,
OLVI.HE
,
ORCL
,
PLTR
,
SFM
,
TSLA
AI, Beverages, Copper, Data centers, Europe, Grocers, small caps, value