Olivia
Online
iinvested
@_iinvested
Assume I hold no position in anything I post here.
Joined July 2019
90 Following
2.3K Followers
847 Posts
Β Pinned Tweet
I don't mind that people are using what i post and it takes a lot of my time to do it, but least they can do is to give credit where credit is due.
@Vintage_Value just straight took it out of my web page and pasted on his and never even mention.
Here is screen shot:
1Q'25 Baron Fifth Avenue Growth Fund on $LLY, $IOT, $KKR
More fund letters here:
https://t.co/NM0463QOZj
1Q'25 Crossroads Capital on $MGNI
More fund letters here:
https://t.co/NM0463RmOR
1Q'25 Greenhaven Road Capital on $KFS
Read the full letter here:
https://t.co/NM0463RmOR
Who to follow
Laughing Water Capital
@LaughingH20Cap
Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. No advice or reccos from this account.
Dirtcheapstocks 
@dirtcheapstocks
Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice. I don't post from any other account on X.
Greenhaven Road
@GreenhavenRoad
Portfolio Manager for Greenhaven Road Capital
1Q'25 Baron Discovery Fund on $WING, $KRMN, $ACLX
More fund letters here:
https://t.co/NM0463QOZj
1Q'25 Heartland Opportunistic Value Equity on $DCI, $TDY, $JBHT
More fund letters here:
https://t.co/NM0463QOZj
1Q'25 SouthernSun Small Cap on $EXTR, $MOD
More fund letters here:
https://t.co/NM0463QOZj
1Q'25 White Falcon Capital Management long write-up on $GRFS
Read the letter here:
https://t.co/NM0463QOZj
1Q'25 Patient Capital Management on $CVNA, $NFE, $JD, $PLAY, $SDRL, $ILMN
More fund letters here:
https://t.co/NM0463QOZj
The link to Q1 2025 letters:
https://t.co/NM0463QOZj
1Q'25 Middle Coast Investing on $ECG, $SON
More fund letters here:
https://t.co/dVDkhhvUUk
1Q'25 Vltava Fund on $URI
More fund letters here:
https://t.co/dVDkhhvUUk
4Q'24 O'Keefe Stevens on $BYON, $DFIN
Read the full letter here:
https://t.co/dVDkhhwsJS
4Q'24 RGA Investment Advisors on $DEO and new investments in $AMZN, $UBER
Read the full letters here:
https://t.co/dVDkhhvUUk
4Q'24 Crossroads Capital on $CLMT, $NTDOY, $MGNI
Read the full letter here:
https://t.co/dVDkhhwsJS
4Q'24 Ace River Capital on $RICK
More fund letters here:
https://t.co/dVDkhhvUUk
4Q'24 Bronte Capital on $SPXSF
Find the full letter here:
https://t.co/dVDkhhvUUk
No Street GP LP Top 5 Positions at Q2 2024
% of portfolio, symbol and quarterly change
13.58 $GTLS -5%
9.22 $APP -41%
7.24 $BEEP 49%
6.09 $UBER 239%
5.90 $DESP -1%
https://t.co/ec2wNkyB2Z
4Q'24 Voss Capital on $MBGYY
Voss's letters are always great read.
Find it below:
https://t.co/dVDkhhvUUk
4Q'24 The London Company - Small-Mid Cap on $CACC, $CCCS, $ESI
More fund letters here:
https://t.co/dVDkhhvUUk
4Q'24 Madison Small Cap Fund on $KN, $VFC, $MEDP
https://t.co/vieD6sKDdr
More fund letters here:
https://t.co/dVDkhhvUUk
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