Investment Idea

Investment Idea #5: Thryv Holdings | THRY

A unique, unheralded opportunity in small business America

Apr 3

My Thesis in Xometry

Investment Idea #4

Apr 6, 2024

My Thesis in Planet Labs

Investment Idea #3

Mar 2, 2024

Investment Idea #2: Crocs (NASDAQ: CROX)

Two durable brands. Capable management. Industry-leading profitability. Cheap valuation.

Aug 16, 2023

Investment Idea #1: Spire Global (NYSE: SPIR)

Unique capabilities in space supported by excellent long-term economics

Jun 28, 2023

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