Rusholme Capital on X
How ironic is it that $DAVE, a multi-billion fintech, relies on tips from its payday borrowers for its revenue. Capitalism at its finest!
X
Rusholme Capital
Everything we have picked from this writer, newest first.
Rusholme Capital on X
Q2 2025 portfolio update added Meta and six Canadian names, sold eight holdings, and returned 6.6% versus the S&P 500's 10.6%.
Rusholme Capital on X
Software, semiconductors and financials look expensive, while CDW returned to revenue growth. High-ticket consumer goods and transport are weak, but travel and Canadian housing show strength.
