This is part 3 of this series. 55 new stocks are mentioned in the curated list below (126 names were presented across all three parts).
The format is the same as in the previous parts:
Fund Name – Quarter/Year of Letter
Company Name
Transaction Type: New Position / Increased Position
Brief Business Overview
Thesis Summary: What is the underlying fundamental logic, valuation argument, or catalyst described by the manager?
Risks or Moat Mentioned: (if any)
Key Metrics Visualized in Charts
You can access part 1 and 2, as well as the foundational “cloning” write-up, here:
Part 1 (explains the general idea of the approach and why it is valuable)
Let’s get back into it:
