Letters by company
Nikola Corp
2 letters discussing NKLA. Everything written about it on this site is on its ticker page.
- Bireme Capital May 2024 Investor Letter Bireme Capital added materially to Disney, arguing that its Experiences business supports much of the enterprise value while streaming profitability and rebundling create additional upside. The firm shifted its short book away from meme stocks after covering Trump Media and GameStop, and expanded long investments outside the United States, particularly in Japan. first five months of 2024 DIS $180BDJT $2.3BGME $13B
- Bireme Capital 4Q21 Quarterly Report Bireme Capital argues that inflation and eventual monetary tightening will end the speculative equity boom and favor value-conscious investors. The portfolio added a long position in Tencent Music while shorting Affirm, EV charging companies and speculative EV names, and it sees Bollore's African-operations bid as validating a much higher sum-of-the-parts value. 4Q21 TME $13BAFRM $25BARKK
