Welcome back to Part 2 of our “new ideas from underfollowed portfolio managers” series – a briefing built exclusively for our paying members.
As outlined in part 1, the goal of this briefing is simple: save you dozens of hours of research – from hand-picking the right funds to track and hunting down their latest publications, to digging through tedious SEC filings just to spot new bets that could be interesting. In a single, quick read, you get an immediate look at where some of the sharpest, unconstrained minds in the market - importantly, those not showing up on Dataroma - are allocating capital right now.
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If you’re still on the fence about the value of a subscription, don’t just take my word for it – here is what one of our community members recently kindly shared in response to part 1:
“Wow — this is exactly the kind of stuff I love!
Your article last October was actually one of the reasons I started reading you more regularly. It’s such a refreshing alternative to all the BS on X and the endless “top lists” […]
René, I genuinely love reading your work. Not least because of the thoughtful, analytical, and scientific approach you bring to it. You’re a truly authentic thinker — and that really shines through in your work.”
If you want to review the full background or methodology of what we are doing in this series – or simply missed part 1 and don’t want to miss the ideas shared in it –, check out part 1 of the series here.
Let me just summarize again what we are attempting to do here.
In a Nutshell:
Summarizing newly initiated and significantly expanded stock positions from smaller institutional fund managers and their respective letters and filings across Q1 and Q2.
Providing a brief business overview, manager thesis, key risks/moats, and key charts (multi-year growth CAGRs, margins (LTM and 5-year mean), ROIC, price action, market cap, valuation snapshot) for every single stock covered.
And with that, let’s jump straight back into the idea overviews without any more fluff.
This is where it gets interesting:
Become a paying subscriber to read the rest of this post and get access to all of my other research, including valuation spreadsheets, deep dives (e.g. well-known mid- and large caps such as LVMH, Reddit, Duolingo, Meta, Edenred as well as more hidden gems such as Digital Ocean, Ashtead Technologies, InPost, Timee, and MANY more), and powerful investing frameworks.
