Sycamore Capital
Matthew at SycamoreIn-depth research on quality businesses currently out of favor | 6-Year CAGR 25.1%
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 97 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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matthewatsycamore.substack.comLatest Issues
My Three Pillars of a Quality Business
If I had to define the Sycamore style of investing it would be this: buying quality businesses that are currently out of favor. I love it when the market sells off a high-quality asset for reasons that are discernibly temporary.
Nvidia in...
Sycamore Portfolio Update | July 2026
Domain expertise in software, Situational Awareness, current holdings, transactions, and company specific commentary
Sycamore is for informational purposes only. Read my full disclosure here.
Pool Corporation (POOL) | Treading Water
With PoolCorp’s recent earnings report, the first since its surprise CEO transition, I figured now would be a good time to do a check in on how the business is performing and to evaluate any commentary from the new CEO.
Previously, I wrote...
Vail Resorts (MTN) | Epic / Problems
The best collection of ski assets on earth with a capital allocation problem
I really want to like Vail Resorts. The company owns an irreplaceable portfolio of mountains and resorts, it created one of the best recurring-revenue business mo...
Six Flags Entertainment (FUN) | The Cedar Fair Merger Roller Coaster
Leverage, EBITDA, and attendance updates, plus a new activist, a new CEO, and a $331M sale
Last July, I wrote about Six Flags after the Cedar Fair merger following the first year since the deal was completed. The stock was down nearly 50%...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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In-depth research on quality businesses currently out of favor. 6-Year CAGR of 25.1%
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