Letters by company

HIMS Co.,Ltd.

1 letter discussing 238490. Everything written about it on this site is on its ticker page.

Infuse Asset Management Q4 2025 Letter Infuse Partners exited Intellego after its financing, revenue recognition and factoring disclosures undermined the investment thesis, followed by the CEO’s arrest for gross fraud. The portfolio added Duolingo and argued for Nu Holdings, Sanuwave, TransMedics and MercadoLibre on scalable operating models, durable engagement or widening competitive advantages. Q4 ‘25 DUOL $7.7BMELI $77BNU $58B