Letters by company

Revolve Group, Inc.

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

Optimist Fund Q2 2025 Quarterly Letter Optimist Fund added to Carvana and Wayfair during the tariff-driven selloff, arguing that market dislocations create opportunities to buy long-duration category leaders. It retained conviction in ThredUp’s fulfillment-capacity scaling, Carvana’s unit and margin targets, Wayfair’s demand recovery, and Revolve’s recovery despite tariff-related pressure. Q2 2025 CVNA $75BRVLV $1.6BTDUP $281M