In-depth research on quality businesses + concentrated portfolio management | 6-Year CAGR 25.1%
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 104 | Founded | 3 years ago | Last Issue | 13 days ago |
| Active | |||||
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matthewatsycamore.substack.comLatest Issues
Sycamore Watchlist | 3 Small Caps in Deep Drawdowns
Three stocks I’ve added to my watchlist over the past month
Sycamore is for informational purposes only. Read my full disclaimer here.
Sprouts Farmers Market (SFM) | Pressure Test
Company and position update
Sycamore is for informational purposes only. Read my full disclaimer here.
Sycamore Portfolio Update | August 2026
Busy month, a new arrival, and some meaningful portfolio moves
Sycamore is for informational purposes only. Read my full disclaimer here.
Academy Sports + Outdoors (ASO) | Still Relevant
Checking back in on a self-funded growth story with a cannibal nature
Sycamore is for informational purposes only. Read my full disclosure here.
Angel Studios (ANGX) | My Highest Conviction Multibagger Pick
Full 2031 estimates and bear/base/bull model and valuation
Sycamore is for informational purposes only. Read my full disclosure here.
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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The writers behind this newsletter.
In-depth research on quality businesses + concentrated portfolio management | 6-Year CAGR 25.1%
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