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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q1 | Apr 5, 2023 | Infuse Partners | 10.1% | 10.1% | AAPL, ABNB, AMZN, AXON, COST, CRM, CSU.TO, DDOG, HCC, INSP, LSPD.TO, LYFT, META, MO, MSI, ORCL, RUN, TDG, TDOC, TSM, UBER | Founder, growth, Quality, technology, value | Manager outlines comprehensive 12-point quality checklist for evaluating businesses, emphasizing founder-led companies, competitive advantages, recurring revenue, and financial strength. Quality assessment is central to the investment process, combined with growth and valuation metrics to create the portfolio. | AXON |
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| 2023 Q1 | Jun 27, 2023 | Bireme Capital | -2.0% | -2.0% | AIRTEL.L, CGO.TO, META, RUN | banks, inflation, interest rates, real estate, technology, value | Manager discusses the return of inflation after decades of declining rates, noting it has fundamentally changed the investment environment. The Fed now faces a Fed call rather than Fed put, needing to stomp on brakes when markets get too hot. | RUN AIRTEL.L CGO.TO ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | Fund Letters | Bireme Capital | Sunrun Inc | Utilities | Independent Power and Renewable Electricity Producers | Bear | NASDAQ | Accounting, cash burn, Interest rates, renewable energy, Short Position, Solar, Unit economics | View Pitch |
| Sep 16, 2025 | Short Thesis | Muddy Waters | Sunrun Inc | Energy | Independent Power Producers & Energy Traders (Residential Solar) | Bear | NASDAQ | ABS spreads, CAC, IRR, NEM, Storage | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Justin Polce | Sunrun Inc. | Energy | Solar | Bear | NASDAQ | — | 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. | ||||||||