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Here’s Why Jackson Peak Capital Added ServiceTitan (TTAN) to Its Portfolio

Jackson Peak Capital, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter ...

Ubiquiti (UI) Rose in Q2 Despite Tarif Concerns

Kathmandu Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the same can ...

Should You be Bullish on Gigacloud Technology’s (GCT) Long-Term Outlook?

Kathmandu Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the same can ...

Here’s Kathmandu Capital’s investment Thesis for Grupo Aeroportuario del Centro Norte (OMAB)

Kathmandu Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here.