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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
12
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Investment Idea #5: Thryv Holdings | THRY
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Research Recap | February 2025
Thryv, Upstart, Planet Labs
Mar 4
2
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Research Recap | February 2025
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Research Recap | January 2025
Planet Labs, Xometry, and Pagaya
Jan 31
6
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Research Recap | January 2025
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2024 Annual Letter
If you would prefer to read in PDF format, click below.
Jan 19
10
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2024 Annual Letter
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Continued thinking on CROX
Maybe the fad risk and acquisition criticisms are overdone
Dec 21, 2024
16
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Continued thinking on CROX
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Update on Investment Idea #1
I sold half of my position in Spire
Dec 7, 2024
8
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Update on Investment Idea #1
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Selling Spire's Maritime Business
A few thoughts on the transaction
Nov 15, 2024
5
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Selling Spire's Maritime Business
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Investment Idea #2: Crocs (NASDAQ: CROX)
Aug 16, 2023
29
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Investment Idea #2: Crocs (NASDAQ: CROX)
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Evaluating Xometry's Marketplace Opportunity
Mar 18, 2024
10
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Evaluating Xometry's Marketplace Opportunity
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My Thesis in Planet Labs
Mar 2, 2024
17
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My Thesis in Planet Labs
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What's Behind the Rise of Crocs?
Aug 22, 2023
12
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What's Behind the Rise of Crocs?
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Continued thinking on CROX
Dec 21, 2024
16
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Continued thinking on CROX
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Unconventional Value
A collection of personal investment writings
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Devin LaSarre
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Speedwell Research
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