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Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Jan 6, 2026
Ghosh Capital
Shomik Ghosh
 View Risk Management, SaaS, Options AEM, APH, AVGO, CWAN, GOOGL, HOOD, MSFT, MU, NVDA, RHM.DE, SII, WIX Concentration, Leverage, Options, risk management, SaaS, technology, value

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