Research: Company Thesis

As we turn the year, we wanted to share our thesis on companies in our portfolio. We have made a series of changes as market volatility has allowed us to enter companies we have been watching from afar.

We also share our thesis on long-term holds such as Capri and Omnicell. These are great examples of taking a long-term approach, pushing past volatility and being rewarded on the other side.

Segments:
0:00​ Intro
1:30 Main Topics
4:08 Zillow
15:00​ Zoom
24:25​ Fiverr
33:40 Capri
36:37 Nutanix
42:45 Omnicell
44:49 Closing Remarks...

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