- Entry
- $40.73
- Final
- $45.73 +12.3%
- Target
- —
- Score
- +1.00
Investment Firm | Return | Date Posted |Companies ---|---|---|--- [Greenfield Investment Management](https://www.greenfieldinvestment.ca/post/time-flies-when-you-are-having-fun)| | January 8| [Desert Lion Capital](https://mcusercontent.com/2b965ce88104d672785279e80/files/9c8198f8-7be7-5e3a-dc4e-ba48a010c802/2025_12_Desert_Lion_Investor_Report_December_2025.pdf)| | January 8| [Kerrisdale Capital - Long Thesis on TDS](https://www.kerrisdalecap.com/wp-content/uploads/2026/01/TDS-Kerrisdale.pdf)| | January 8| TDS [Horizon Kinetics](https://horizonkinetics.com/app/uploads/Founders-Letter-2026_Final.pdf)| | January 23| [Tectonic Investors ](https://files.constantcontact.com/403e24bc901/eec7a07e-ad4e-44d5-b24c-95da84ba0bb1.pdf)| | January 23| [Bonhoeffer Partners](https://mcusercontent.com/2511717cdf1bae9a0638c942a/files/4ce92677-66f3-d646-b342-59c9b7cbcc51/Bonhoeffer_Partner_Letter_Q3_2025.pdf)| | January 24| [Kerrisdale Capital - Short Thesis on Affirm](https://www.kerrisdalecap.com/wp-content/uploads/2026/01/Affirm-Kerrisdale.pdf)| | January 24| AFRM [Vltava Fund](https://www.vltavafund.com/dopisy-akcionarum/latinos)| | January 24| [Blue Tower Asset Management](https://static1.squarespace.com/static/54373ea8e4b0152f9d332f13/t/69655563fd48c11f5a6175c9/1768248675610/2025+Q4.pdf)| 54.8%| January 25| ENVA, LSE:CGEO [Bristlemoon Capital](https://www.bristlemoonresearch.com/p/bristlemoon-december-2025-quarterly)|-6.2%| January 25| [Equity Management Associates](https://drive.google.com/file/d/1TDiQ-lbWltk9lS62CAwVBvtSSLb4nokB/view)| …
— ORIGINAL POST ·
Q4 2025 Letters & Reports
· r/SecurityAnalysis
· Jan 8, 2026