Derek Pilecki on X
I sent out our Q4 investor letter last week. I wrote up my investment thesis on $TFSL. If you haven't seen it and are an accredited investor, DM me your email address, and I will send it over.
Wednesday, February 25
Wednesday, February 25, 2026
Everything we published on this day.
3 stories
Adam D. Wyden on X
Been awhile since we found some Of the deep value we built ADW Capital around… should be interesting. https://t.co/E2eHeIKQDO $CODI
2025 Bilbel Capital Annual Letter
Bilbel Capital’s 2025 letter details CareCloud’s $16.5M Medsphere acquisition, targeting $35–40M EBITDA in 2026, and recounts losses from…
