Letters by company

Twitter Inc

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

Bireme Capital 3Q22 Quarterly Report Bireme Capital argued that persistent inflation will force the Federal Reserve to maintain restrictive policy, replacing the market’s buy-the-dip reflex with a sell-the-rally regime. It added to Twitter as confidence grew that Elon Musk would be compelled to close his acquisition, sold Tencent Music after deterioration in its core businesses, and detailed the growth cases for RCI Hospitality and Netflix. 3Q22 NFLX $511BRICK $199MTME $13B
Greenhaven Road Capital Q1 2021 Greenhaven Road added to PAR Technology after its Punchh acquisition, arguing that an integrated restaurant-software platform could create pricing power. The portfolio emphasized Elastic, KKR, RCI Hospitality and Digital Turbine, while the manager sold Twitter after rapid appreciation and began building a selective SPAC and warrant-investing effort. first quarter 2021 APPS $1.3BESTC $9.9BKKR $80B