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iinvested.bsky.social
@iinvested.bsky.social
33 followers 56 following 29 posts
https://lettersandreviews.blogspot.com/p/1st-quarter-2025.html
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iinvested.bsky.social
1Q'25 Baron Fifth Avenue Growth Fund on #$LLY, #$IOT, #$KKR

More fund letters here:
lettersandreviews.blogspot.com/p/1st-quarte...
June 27, 2025 at 11:45 PM
iinvested.bsky.social
1Q'25 Crossroads Capital on $MGNI

More fund letters here:
lettersandreviews.blogspot.com/p/1st-quarte...
June 9, 2025 at 1:18 AM
iinvested.bsky.social
1Q'25 Greenhaven Road Capital on #$KFS

Read the full letter here:
lettersandreviews.blogspot.com/p/1st-quarte...
June 8, 2025 at 12:28 AM
iinvested.bsky.social
1Q'25 Baron Discovery Fund on $WING, $KRMN, $ACLX

More fund letters here:
lettersandreviews.blogspot.com/p/1st-quarte...
June 7, 2025 at 12:05 PM
iinvested.bsky.social
1Q'25 Heartland Opportunistic Value Equity on $DCI, $TDY, $JBHT

More fund letters here:
lettersandreviews.blogspot.com/p/1st-quarte...
May 5, 2025 at 10:59 AM
iinvested.bsky.social
1Q'25 SouthernSun Small Cap on #$EXTR, #$MOD

More fund letters here:
lettersandreviews.blogspot.com/p/1st-quarte...
April 26, 2025 at 8:01 PM
iinvested.bsky.social
1Q'25 White Falcon Capital Management long write-up on #$GRFS

Read the letter here:
lettersandreviews.blogspot.com/p/1st-quarte...
April 26, 2025 at 12:20 PM
iinvested.bsky.social
1Q'25 Patient Capital Management on #$CVNA, #$NFE, #$JD, #$PLAY, #$SDRL, #$ILMN

More fund letters here:
lettersandreviews.blogspot.com/p/1st-quarte...
April 20, 2025 at 12:19 PM
iinvested.bsky.social
1Q'25 Middle Coast Investing on #$ECG, #$SON

More fund letters here:
lettersandreviews.blogspot.com/p/4th-quarte...
April 18, 2025 at 12:22 PM
iinvested.bsky.social
1Q'25 Vltava Fund on #$URI

More fund letters here:
lettersandreviews.blogspot.com/p/4th-quarte...
April 18, 2025 at 1:33 AM
iinvested.bsky.social
4Q'24 O'Keefe Stevens on $BYON, $DFIN

Read the full letter here:
lettersandreviews.blogspot.com/p/4th-quarte...
March 16, 2025 at 12:19 PM
iinvested.bsky.social
4Q'24 RGA Investment Advisors on $DEO and new investments in $AMZN, $UBER

Read the full letters here:
lettersandreviews.blogspot.com/p/4th-quarte...
March 16, 2025 at 11:53 AM
iinvested.bsky.social
4Q'24 Ace River Capital on #$RICK

More fund letters here:
lettersandreviews.blogspot.com/p/4th-quarte...
March 9, 2025 at 12:51 PM
iinvested.bsky.social
4Q'24 Crossroads Capital on #$CLMT, #$NTDOY, #$MGNI

Read the full letter here:
lettersandreviews.blogspot.com/p/4th-quarte...
March 9, 2025 at 12:23 PM
iinvested.bsky.social
4Q'24 Bronte Capital on $SPXSF

Find the full letter here:
lettersandreviews.blogspot.com/p/4th-quarte...
March 9, 2025 at 12:02 PM
iinvested.bsky.social
No Street GP LP Top 5 Positions at Q2 2024
% of portfolio, symbol and quarterly change

13.58 $GTLS -5%
9.22 $APP -41%
7.24 $BEEP 49%
6.09 $UBER 239%
5.90 $DESP -1%

lettersandreviews.blogspot.com/p/4q-2024-13...
4Q 2024 - 13F
Investing in stocks tracking fund manager letters (mutual fund or hedge fund) that provide stock ideas.
lettersandreviews.blogspot.com
February 23, 2025 at 2:01 PM
iinvested.bsky.social
4Q'24 Voss Capital on $MBGYY

Voss's letters are always great read.

Find it below:
lettersandreviews.blogspot.com/p/4th-quarte...
February 23, 2025 at 1:13 PM
iinvested.bsky.social
4Q'24 The London Company - Small-Mid Cap on $CACC, $CCCS, $ESI

More fund letters here:
lettersandreviews.blogspot.com/p/4th-quarte...
February 21, 2025 at 5:25 PM
iinvested.bsky.social
@contrarianpod.bsky.social4Q'24 Madison Small Cap Fund on $KN, $VFC, $MEDP

madisonfunds.com/wp-content/u...

More fund letters here:
lettersandreviews.blogspot.com/p/4th-quarte...
February 16, 2025 at 1:10 PM
iinvested.bsky.social
4Q'24 Baron Asset Fund on $TTIN

More fund letters here:
lettersandreviews.blogspot.com/p/4th-quarte...
February 12, 2025 at 12:12 PM
iinvested.bsky.social
4Q'24 SouthernSun Small Cap on #$AEIS, #$OXM

Full letter here:
lettersandreviews.blogspot.com/p/4th-quarte...
February 9, 2025 at 5:25 PM
Reposted
dumbinvest.bsky.social
Alluvial has his latest letter up. His quarterlies are always fun to read.

Thanks @alluvialcapital.bsky.social

alluvialcapital.com/wp-content/u...
alluvialcapital.com
February 8, 2025 at 10:53 PM
iinvested.bsky.social
4Q'24 Donville Kent Asset Management on $ZDCAF, $EHMEF

Read the full letter here:
lettersandreviews.blogspot.com/p/4th-quarte...
February 9, 2025 at 1:43 PM
iinvested.bsky.social
4Q'24 Giverny Capital Asset Management on $MTB, $ASHTF, $IBP, $FISV, $FERG, $KNSL, $ALGN, $MEDP

More fund letters here:
lettersandreviews.blogspot.com/p/4th-quarte...
February 6, 2025 at 12:24 PM
iinvested.bsky.social
I always enjoy reading East72 Dynasty Trust. If you have not yet read their last letter you should.

$REMYY, $LPRRF, $VIL.PA, $VIRT, $FRFHF, $ELFIF, $BF.B

lettersandreviews.blogspot.com/p/4th-quarte...
February 2, 2025 at 1:39 PM