In-depth research on quality businesses currently out of favor | 6-Year CAGR 25.1%
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 101 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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matthewatsycamore.substack.comLatest Issues
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.
The Trade Desk (TTD) | A Publicis Problem?
Sycamore is for informational purposes only. Read my full disclosure here.
As you might already know, The Trade Desk reported their Q2 earnings on Thursday, August 6.
I have been following this company since it IPO’d in 2016. Never have I...
Angel Studios (ANGX) | Wildfire
Guild growth is compounding at 6%+ per month, and almost no one's watching
Sycamore is for informational purposes only. Read my full disclosure here.
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...
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 currently out of favor. 6-Year CAGR of 25.1%
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