Letters by company

Spire INC

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

Unconventional Value 2024 Annual Letter The portfolio concentrates on battered former SPACs, businesses benefiting from secular change, and companies building proprietary data assets. Planet, Spire, Xometry, Pagaya and Upstart are framed as businesses approaching cash generation or clearer financial milestones, with long holding periods intended to let their endgames develop. Year End 2024 —