Sam Thoresen

[Old Logan Capital @OldLoganCapital]

Asset tokenization isn't a crypto gimmick.

It's a structural overhaul of how markets settle, trade, and who gets access.

OLC partner @SamThoresen broke it down.

Worth understanding before it's everywhere.

https://t.co/uUtc5ZSVVk

Follow @OldLoganCapital for more.

[Old Logan Capital @OldLoganCapital]

"Systemize your decision making." | Ray Dalio

Every thesis submitted independently before anyone sees another's work. No groupthink.

Then we open the room. The conversation that follows is sharper because of it.

Systematic thinking doesn't remove judgment. It protects it.

[Old Logan Capital @OldLoganCapital]

Value #1: Radical Transparency

We open the curtain.

At Old Logan Capital, our research, process, and performance are an open book. The wins and the losses. All of it.

Radical transparency is a commitment to earning trust the hard way, by showing our work.

[Old Logan Capital @OldLoganCapital]

We transitioned from college and professional baseball into the public markets with one core belief:

Elite performance principles transfer.

Data over emotion.
Process over impulse.
Risk management over ego.

Markets reward disciplined execution the same way sports do.

[Old Logan Capital @OldLoganCapital]

OLC finished Q1 2026 up +16.77% while SPY, QQQ, and IWM all finished in the red. Strong start to the year.

[Old Logan Capital @OldLoganCapital]

Our 2025 Annual Letter

We reflect on our first year and share our thesis heading into 2026.

Read the full letter here: https://t.co/yEXgZOgw7l

[Old Logan Capital @OldLoganCapital]

Planet Labs $PL with a 50% move this week after announcing Q3 earnings on 12/10/25.
Highlights:
Record quarterly revenue of $81.3M, up 33% YoY
FY 2026 guidance raised to $297-301M.
Cash and equivalents grew 220% YoY

⬇️ Continued

[Old Logan Capital @OldLoganCapital]

🚀 $TTWO: Take-Two Interactive is breaking out, and we’re bullish 📈 Using Volume Price Analysis, Stan Weinstein Stage Analysis, and CANSLIM fundamentals, this stock meets key criteria. See the weekly chart for a textbook breakout 🧵 [1/4]

[Old Logan Capital @OldLoganCapital]

$GENI Q1 earnings are in—and we’re staying bullish. Genius Sports continues to show strong financial growth, operational momentum, and shareholder-friendly decisions. Here’s what stood out:

[Rich Biesterfeld @biest22]

My first opportunity to see @SamThoresen pitch this spring! #Cubs #CubsProspects #ST2025

[Old Logan Capital @OldLoganCapital]

Our thesis on $GENI remains intact.

Despite an EPS and revenue miss, guidance was raised well above expectations, signaling confidence in sustained growth. $GENI is up ~12% post-earnings, reinforcing our long-term outlook into 2025-26.

[Kirk Herbstreit @KirkHerbstreit]

Thank you again for all the outpouring of love for our Ben. I can’t tell you how much it means to me and my family.

He wasn’t just my best friend – he was America’s best friend ❤️

[Rich Biesterfeld @biest22]

Pitcher @SamThoresen was one of 4 @Cubs to make his @MLBazFallLeague debut on Thursday. Sam threw 1.2 IP with 2 BB and 2 K's. #Cubs #CubsProspects @AFL2024 @Pelicanbaseball @SBCubs

[Rich Biesterfeld @biest22]

Opening night for the Arizona Fall League last night at Sloan Park! Ben Cowles @vince_reilly2 @SamThoresen @shanemarshall18 @grantkipp Luis Rujano @MLBazFallLeague #Cubs #AFL2024 #Cubs #CubsProspects

[Rich Biesterfeld @biest22]

Looks like pitching coach Bruce Billings and
@SamThoresen will also be representing the
@Cubs in the AFL this season in addition to those announced earlier today per the official announcement.

[South Bend Cubs @SBCubs]

Happy Birthday to #SBCubs Pitcher Sam Thoresen (@SamThoresen)! 🥳🎂

[Rob Friedman @PitchingNinja]

DJ Herz, K'ing the Side in the 5th.

Finished with 8Ks in 5 IP.

[Washington Nationals @Nationals]

The Nationals recalled LHP DJ Herz from Triple-A Rochester and placed RHP Trevor Williams on the 15-day Injured List on Tuesday.

More: https://t.co/hbWb646nyw

[Rich Biesterfeld @biest22]

Good to see @cubs pitcher @SamThoresen back on the mound today coming back from injury! 1 IP with a HBP and a strike em out throw em out to end the inning! #cubs #CubsProspects #ACL2024