Sycamore Capital Management
Matthew at SycamoreConcentrated investment management | 6-Year CAGR 25.1%
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 87 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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matthewatsycamore.substack.comLatest Issues
Important Changes for Sycamore
Hello Sycamore readers,
I want to share some important changes I am making as I approach the one-year anniversary of launching my paid newsletter on July 1.
First, I want to say I am extremely grateful to every one of you who has followed...
Important Changes for Sycamore
An important note to paid subscribers
Hello paying subscribers,
S&P Global (SPGI) | The Necessary Backbone of Global Capital Markets
One of the most strategically advantaged companies in the world and in a 25% drawdown.
S&P Global is one of the most strategically advantaged companies in the world.
Sycamore Portfolio Update | April 2026
A closer look at four Sycamore holdings post earnings
Good morning,
Viking Holdings (VIK) | The Thinking Person's Cruise Line
quiet luxury, AI-proof, financial strength, and a long runway for growth
At some point in time, I subscribed to receive mailings from Viking Cruises. And for years now, the booklet mailings show up in my mailbox.
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Sycamore Capital Management.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Family man. Nonprofit professional. Concentrated investment management. 6-Year CAGR of 25.1%
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