Letters by company

Discoverie Group PLC

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

Optimist Fund Q4 2025 Quarterly Letter Optimist Fund added to ThredUp amid strengthening buyer growth and reduced Latham Group after its chief executive announced retirement. The fund exited Monday.com and Fiverr on reduced conviction, initiated Root and Affirm, and raised DiscoverIE to a top-ten holding on its expected cyclical recovery. Q4 2025 CVNA $75BDSCV $1BFVRR $302M