Sycamore Capital
Matthew at SycamoreIn-depth research on quality businesses + concentrated portfolio management | 6-Year CAGR 25.1%
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 106 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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matthewatsycamore.substack.comLatest Issues
A Thank You and an Update on Sycamore Capital
Dear paid subscribers,
Thank you for reading my work and for trusting me enough to support Sycamore Capital with your hard-earned money. Whether you joined recently or have been here from the beginning, I have never taken that confidence a...
Academy Sports + Outdoors (ASO) | Call Your Shot
Sycamore is for informational purposes only. Read my full disclaimer here.
In my August monthly update, I laid out the read through for Academy following Dick’s Sporting Goods’ brutal earnings reaction. DKS stock lost 30% of its value the...
Sycamore Watchlist | 3 Small Caps in Deep Drawdowns
Sycamore is for informational purposes only. Read my full disclaimer here.
I am thrilled to finally release a new series I am calling the Sycamore Watchlist. I have been wanting to do this for over a year and it is finally here.
The hope...
Sprouts Farmers Market (SFM) | Pressure Test
Sycamore is for informational purposes only. Read my full disclaimer here.
Back in February, I wrote about Sprouts under the title “Fresh, Organic, and Mispriced.”
The stock was in a 62% drawdown, the business was self-funding a long runw...
Sycamore Portfolio Update | August 2026
Sycamore is for informational purposes only. Read my full disclaimer here.
Monthly Commentary
A Busy Month
August proved out to be a busy month. I was able to get four company specific reports published. If you missed any of them, y...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Sycamore Capital.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
In-depth research on quality businesses + concentrated portfolio management | 6-Year CAGR 25.1%
Frequently Asked Questions
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You can find recent issues that have been published by Sycamore Capital on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
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