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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 7, 2024 | Seeking Winners | 2.3% | 16.7% | AMZN, ATD.TO, BRK-B, EVVTY, MSFT, NVDA, ODFL | Buybacks, cash flow, Concentration, growth, Quality, technology, value | The manager views the current AI hype as reminiscent of the tech bubble, with companies trading at unsustainable valuations of 40 times sales. He criticizes the disconnect between inflated AI valuations and real-world performance, noting that insiders are selling while retail investors pile in at peak prices. | ODFL ATD.TO EVVTY |
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| 2023 Q2 | Jul 5, 2023 | Longriver Investment Partners | 3.1% | - | 0700.HK, AMD, AMZN, BFF.MI, BRK-A, EVVTY, GAW.L, HDB, TOI.TO, TSM, TTI | Asia, Concentration, global, growth, Process, Quality, technology, value | US Big Tech's ability to cut costs quickly and lean into a new investment cycle driven by AI has led to a rally in their stocks, lifting US equity indices out of their bear market. AI fever took hold during the quarter, prompting the manager to trim AMD position though he was early. | AMD AIR FP|ICLR|LIN|MRVL|NOW|TSM TTI |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Seeking Winners | Evolution AB | Communication Services | Interactive Media & Services | Bull | NASDAQ | B2B software, contrarian, ESG Selling, Gaming Technology, high margins, insider ownership, live casino, market leader, net cash, online gambling | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Eugenio Catone | Evolution AB | Other | - | Bull | Stockholm Stock Exchange | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Julian Lin | Evolution AB | Consumer Discretionary | Gambling | Bull | OTC Markets | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||