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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | RGA Investment Advisors | - | - | AWE LN, CRSP, FEVR LN, MTN, PTON, PYPL, ROKU, WDAY | asymmetry, balanceSheet, conviction, innovation, technology | The portfolio leans into high-conviction positions amid volatility, particularly in innovative growth businesses. Market dislocations from tariffs and macro shocks are viewed as opportunities rather than risks. Long-term value creation is driven by asymmetric setups and balance sheet strength. | MTN AWE PYPL FEVR ROKU WDAY PTON CRSP |
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| 2024 Q1 | Apr 25, 2024 | Patient Capital Management | 5.6% | 15.8% | BIIB, C, EXPE, META, NVDA, PTON, SOFI | - | View | ||
| 2024 Q1 | Apr 20, 2024 | Cedar Grove Capital Management | 21.0% | 0.0% | MTCH, PTON, RH | - | View | ||
| 2025 Q4 | Feb 12, 2026 | Optimist Fund | -8.5% | 32.2% | AFRM, CVNA, DASH, DICEY.L, FVRR, HFG, LTHM, META, MNDY, NFLX, PTON, ROOT, TDUP, UBER, W | Compounding, E-Commerce, growth, long-term, technology, value | The fund holds significant positions in e-commerce companies including Wayfair, Carvana, ThredUp, and DoorDash. These businesses are showing strong fundamental performance with revenue growth acceleration and improving profitability metrics. The manager views current valuations as materially underappreciating future earnings potential. The fund focuses on identifying businesses where deep research can uncover gaps between market expectations and long-term reality. The strategy targets companies with potential for mid-teens or better compound returns over decades, emphasizing businesses with accelerating sales and earnings growth. The manager emphasizes finding businesses trading at significant discounts to intrinsic value, where market expectations are materially below long-term reality. Current valuations are viewed as underappreciating the earnings and cash flow core holdings will generate over the next five years. | MNDY TDUP CVNA W MNDY TDUP CVNA 3769 JP|4194 CN|4733 JP|APG|CROX|FIX|FLUT|GLEN LN|JD/ LN|MTX GR|PSI CN|TKO|WISE LN|ZETA MNDY TDUP CVNA W DSCV LN LUCE LN SWIM MNDY TDUP CVNA W |
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| 2022 Q3 | Oct 10, 2022 | Merion Road Capital | 5.4% | 11.2% | CRMT, FERG, GOOG, PTON, SIX | - | View | ||
| 2025 Q4 | Jan 26, 2026 | Open Insights Capital | 0.0% | 0.0% | OXY, PTON | AI, Bubble, energy, Fitness, Long/Short, oil, valuation | Manager views current AI valuations as extreme bubble territory, comparing companies trading at 65x revenue to dot-com era excesses. Believes AI infrastructure is being built ahead of actual technology readiness, creating conditions for a bust following the capex boom when reality falls short of expectations. OPEC+ abandoned market management strategy and initiated price war, leading to inventory builds and 18% oil price decline. Manager believes current oversupply concerns are overdone, with builds smaller than expected and low prices killing US shale growth while global demand continues rising. Peloton transitioning from pure fitness equipment platform to broader health span platform targeting $7 trillion wellness market versus $6 billion home exercise market. Company launching AI-powered products and cross-training equipment while raising subscription prices and improving financial metrics. | View | |
| 2024 Q4 | Jan 21, 2025 | Greenlight Capital | - | 7.2% | AAPL, CNC, CNH, LIVN, MSTR, ODP, PTON | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 28, 2026 | Fund Letters | Nelson Wu | Peloton Interactive, Inc. | Consumer Discretionary | Leisure Products | Bull | NASDAQ | Fitness, Freecashflow, Refinancing, Subscriptions, turnaround | View Pitch |
| Jan 8, 2026 | Fund Letters | Jason Gilbert | Peloton Interactive Inc. | Consumer Discretionary | Leisure Facilities | Bull | NASDAQ | Connected-Fitness, Margins, Pricing power, Subscription, turnaround | 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. | ||||||||