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Letters With This Theme
Quarter
Letter Date
Fund Name
Letter
Theme
Tickers
Keyword
2025 Q2
Jul 8, 2025
Right Tail Capital
Jeremy Kokemor
View
Follow
Quality
,
LongTerm
BYD CN
,
CHTR
,
IAC
,
NSC
,
NSIT
,
SCHW
,
SSNC
Compounding, longterm, Patience, Quality, returnsOnCapital