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Sycamore Capital

Matthew | Sycamore Capital

Qualitative equity research and concentrated investing.

Platform
Substack
PricingOnly free issues
PublishesWeeklyIssues46
SubscribersRead matthewtblake.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Risk/Reward | Sycamore Portfolio Update [February 2025]

“We believe that exceptional returns are created by concentrated portfolios, as excellent ideas are few and far between. The idea that you should own a little bit of everything is a recipe for mediocrity.”

23 days ago
6
2

Sycamore Wire | Issue #10

Sycamore Wire is a bi-monthly newsletter featuring official press releases, noteworthy news, interviews and analyst insights from Sycamore’s portfolio companies.

a month ago
7
0

Sycamore Wire | Issue #9

Sycamore Wire is a bi-monthly newsletter featuring official press releases, noteworthy news, interviews and analyst insights from Sycamore’s portfolio companies.

a month ago
4
0

Uber Q4 2024 Earnings Recap: Business Strength and Why Uber is Necessary for AV’s

"The Uber consumer has never been stronger—more people are using the platform, and more frequently, than ever before."

2 months ago
10
0

Authors

The writers behind this newsletter.

  • Matthew | Sycamore Capital

    Family man. Nonprofit professional. Qualitative analyst and concentrated investor.

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