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Mid Year 2025 Letter
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Investment Idea #5: Thryv Holdings | THRY
A unique, unheralded opportunity in small business America
Apr 3
13
1
Research Recap | February 2025
Thryv, Upstart, Planet Labs
Mar 4
2
Research Recap | January 2025
Planet Labs, Xometry, and Pagaya
Jan 31
6
4
Year End 2024 Letter
If you would prefer to read in PDF format, click below.
Jan 19
9
3
Continued thinking on CROX
Maybe the fad risk and acquisition criticisms are overdone
Dec 21, 2024
16
2
Update on Investment Idea #1
I sold half of my position in Spire
Dec 7, 2024
8
3
Selling Spire's Maritime Business
A few thoughts on the transaction
Nov 15, 2024
5
3
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Top posts
Investment Idea #2: Crocs (NASDAQ: CROX)
Aug 16, 2023
29
6
Evaluating Xometry's Marketplace Opportunity
Mar 18, 2024
10
My Thesis in Planet Labs
Mar 2, 2024
17
9
What's Behind the Rise of Crocs?
Aug 22, 2023
12
Continued thinking on CROX
Dec 21, 2024
16
2
Unconventional Value
Semi-annual investor letters, periodic investment ideas, and the odd essay
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