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Staffing
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 13, 2025 |
Hourglass Capital, LLC Andrew T. Anton
|
View | AI, Value, Staffing | BRK-A, FHI, LYB, OXY | AI, Labor, rates, technology, valuation, value |
| 2025 Q3 | Nov 26, 2025 |
Hayden Capital Fred Liu
|
View | AI, Japan, Staffing | 215A.T | AI, Bubble, Japan, Labor, Marketplace, Staffing, technology |