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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 18, 2025 | Seven Corners Capital | - | 11.0% | CART, GNW, PSH LN, RKT, SD, TPB | Discipline, Intrinsic Value, mispricing, Sentiment, valuation | The letter focuses on valuation discipline amid elevated market multiples and narrow leadership. Management argues that mispriced securities persist due to short-termism and sentiment-driven trading. Long-term intrinsic value remains the anchor for capital deployment. | RKT SD CART GNW TPB PSHZF |
View |
| 2024 Q4 | Dec 31, 2024 | Seven Corners Capital | - | 17.0% | CART, GNW, PSH LN, SD, TPB | - | View | ||
| 2022 Q3 | Oct 10, 2022 | Alphyn Capital Management | 8.9% | 13.5% | AHT LN, AMZN, BUR, EXO NA, FFX GR, IAC, KMX, LBRDA, PSH LN, VMEO | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||