Letters by company

HelloFresh SE

2 letters discussing HELFY. Everything written about it on this site is on its ticker page.

Optimist Fund Q3 2025 Quarterly Letter Medpace anchors the portfolio’s case for underappreciated growth, backed by its founder-led CRO model, biotech niche and disciplined capital allocation. The fund added conviction in Wayfair, ThredUp and Carvana, trimmed Fiverr after weaker visibility, and exited HelloFresh and Revolve to redeploy capital into higher-conviction ideas. Q3 2025 MEDP $18BCVNA $75BFVRR $302M
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