Investment Ideas

Investment Ideas

Actionable investment ideas intended for multi-year horizons

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Investment Idea #2: Crocs (NASDAQ: CROX)

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

Aug 16 •

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

Unique capabilities in space supported by excellent long-term economics

Jun 28 •

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