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Source material behind every call on the tape.

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Weekly Update June 28-July 3

substack_unknown / Jul 9, 2026 · 09:23

Disclaimer: These materials are for information only, not investment advice. Neither Investing City LLC nor Infuse Partners LP accept any liability for actions taken based on this content.Let’s get right into it!NuThis article from Nu’s engineering team shows just how …

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TSOH Weekly Roundup (07/03/26)

substack_tsoh_investment_resea / Jul 9, 2026 · 09:23

Welcome to another edition of TSOH Weekly Roundup. Each update features a Chart of the Week, along with a brief discussion on three news items relevant to companies in the TSOH investable universe.Chart Of The Week (from “Ollie’s: A Good …

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Q2 2026 Portfolio Update

substack_tsoh_investment_resea / Jul 9, 2026 · 09:23

Prior TSOH Quarterly Updates:Q2 ’21, Q3 ’21, Q4 ’21, Q1 ‘22, Q2 ‘22, Q3 ‘22, Q4 ‘22, Q1 ‘23, Q2 ‘23, Q3 ‘23, Q4 ‘23, Q1 ‘24, Q2 ‘24, Q3 ‘24, Q4 ‘24, Q1 ‘25, Q2 ‘25, Q3 ‘25, Q4 …

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Problems at StepStone ($STEP)

substack_edwin_dorsey / Jul 9, 2026 · 09:23

The Bear Cave is thrilled to publish our first investigation in collaboration with Hunterbrook Media’s world-class team of journalists, available today in full exclusively for paid readers of The Bear Cave.I’m a big fan of this investigation and excited for …

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