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 came to reflect an optimistic AI consensus, while retaining conviction in Nu Holdings, Topicus and EPAM. The portfolio is adding precious-metals exposure on weakness and favors fundamentally strong businesses whose valuations remain detached from their long-term economics. Q2 2026 +8.5% AMD $773BEPAM $5.5BNU $71BTOI $6.2B
Rowan Street Capital Rowan Street Q2 2025 Letter Rowan Street Capital argues that holding Meta Platforms and Spotify through severe drawdowns, rather than trading around sentiment, reflects its edge in backing durable businesses. The portfolio also includes Netflix, The Trade Desk, Topicus, Shopify, Adyen and Dino Polska, while the firm says AI will not replace investor temperament and patience. The first half of 2025 +20.1% META $1.4TSPOT $110BADYEY $39BDNOPF $9.2B