Letters by company

Topicus.com Inc

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

White Falcon Capital Management Q2 2026 Partner Update Letter White Falcon sold roughly three-quarters of AMD after its valuation reflected optimistic AI expectations, while retaining conviction in Nu Holdings, Topicus and EPAM Systems. The portfolio is adding precious-metals exposure on weakness and favors businesses with low expectations, attractive valuations and durable competitive advantages amid concentration in AI-driven market narratives. Q2 2026 AMD $1.1TEPAM $5.6BNU $74B
Rowan Street Capital Rowan Street Q2 2025 Letter Rowan Street Capital argues that Meta Platforms and Spotify rewarded conviction through severe drawdowns, reinforcing its policy of holding durable businesses rather than reacting to sentiment. The portfolio also includes Netflix, The Trade Desk, Topicus, Shopify, Adyen and Dino Polska, while the firm plans to grow through aligned long-term partners. first half of 2025 ADYEY $31BDNOPF $8.9BMETA $1.8T