Letters by company

Soundthinking, INC.

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

Cedar Grove Capital Management Q3’2026 Cedar Grove increased gross leverage and added Zedcor, OneSpaWorld and Auxly while closing several special-situation and biotech holdings. The portfolio argues that Evolv Technologies and The RealReal retain improving operating fundamentals despite rate-driven valuation pressure, with recurring revenue and marketplace efficiency as the central theses. Q3 2026 EVLV $811MABVX $8.5BAXON $34B