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