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SecularGrowth
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 14, 2025 |
Recurve Capital Aaron Chan
|
View | Volatility, SecularGrowth | COGT, CVNA, RH | Concentration, disruption, earnings, FreeCashFlow, volatility |