Alex Evenson

Purdue University FW Baseball Alum Minnehaha Academy ‘17

[Old Logan Capital @OldLoganCapital]

Q2 2026 is in the books.

OLC returned +68.03% vs. SPY +15.2%, QQQ +24.2%, and IWM +21.5%

H1 2026:
OLC +96.22% vs. SPY +10.2%, QQQ +17.0%, IWM +22.7%.

Our process remains our edge.

*Past performance is not indicative of future results*

[Old Logan Capital @OldLoganCapital]

New on The Trail 🧭

OLC partner @paxtonthompson7 wrote his first entry. Reflections from a tough stretch this year & the ideas that keep him moving:

→ Identity over outcome
→ Frequency over intensity
→ Depth beats breadth

https://t.co/hdsk6EloTR

[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]

We started Old Logan Capital because we genuinely love markets & we take real pride in growing people's wealth.

Not our wealth. Yours.

We have zero interest in operating any way other than honestly. We're going to share how we think, what we're learning, and where we're wrong.

[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

[Minnesota Wild @mnwild]

Minnetonka boy returns to MN

Welcome home Bobby!!

📰 Full details » https://t.co/7Oeg8fppKv

[Old Logan Capital @OldLoganCapital]

OLC started accumulating shares of PL back in November after the space sector emerged as a prominent theme in the AI trade buildout.
With SpaceX set to IPO in 2026, PL and GOOG partnership in Project Suncatcher will be a key catalyst to push data centers into space.

[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]

Our Q3 2025 Investor Letter

We discuss refining our framework, new positions, and navigating volatility.

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

[Anna Coulling @annacoull]

Thank you - honoured to be mentioned alongside Stan Weinstein & William O'Neill - wishing you every success & good fortune in your own trading endeavours.

[I Sell Options Guy @RentYourStocks]

Important $UNH update 🚨

Stephan Hemsley, CEO of United Healthcare, is an ABSOLUTE juggernaut. Rumors from the inside is he is SLEEPING in his suit in the office working 17 hour days.

I have had the opportunity to talk to a few $UNH employees but I just had 90 minute conversation, quite a bit up the food chain, names will remain private BUT I have never been more CONFIDENT in UNH than now!

The conversation was one of the freshest breathes of air I have had in the last 15 years. I was able to relate back to my days as medical device rep selling pacemakers and defibrillators during the recall era of our devices for Boston Scientific.

During that era I watched publications like the WALL STREET Journal try to TARNISH the reputation of my employer Boston Scientific and SCARE patients.

They would write that our devices “killed people” but in actuality a very small number of devices failed to revive people. They were going to do die anyway, our devices didn’t kill them, they failed to render lifesaving aid!

What the true crime was thousands of patients didn’t get implantable defibrillators because they thought the DEVICES would kill them.

Many of the potential patients died as a result. The devices were never going to kill the patients, but a very very small percentage FAILED to render life saving aid. Not getting the device means lives weren’t saved!

Hopefully you understand the difference.

Talking with Optum doctors it is my opinion that there is no pay to play scandal with the DOJ IMHO. No doctors have been DIRECTLY incentivized to over code IMHO.

On the contrary Optum doctors love working at UNH and I am now a true believer that Optum is the crown jewel and competitive advantage over others in the space.

While public perception matters and there could very well be more short term noise, I am more confident than ever this all blows over in the end and will be a great 3 year hold.

The only LOSERs will be those that don’t have PAYtience!

None of this financial advice and yes I do have a position along with positions in $CNC, $ELV, $CI (short), $MOH, $HUM (short)

[Old Logan Capital @OldLoganCapital]

$TSSI is up ~ 180% since our initial buys nearly a month ago. Outlook for '25 looks phenomenal and the most recent earnings report was a just a small peek into what is to come. We have not sold a share

[Old Logan Capital @OldLoganCapital]

Yes, a large portion of revenue comes from servicing $DELL — but that’s exactly the point.

With $DELL ramping AI infrastructure and $TSSI expanding data center capabilities, we see asymmetric upside. At this current valuation, it’s a microcap with tons of upside potential

[Old Logan Capital @OldLoganCapital]

We're accumulating $TSSI

✅ 60%+ gross margins
✅ Net cash balance sheet — zero debt
✅ Profitable, FCF-generating, trading at <1x sales
✅ Explosive revenue growth
✅ Consistently increasing EPS

Old Logan is bought in on the AI trade continuing

[NJCAA Baseball @NJCAABaseball]

🦆Championship Bound!

Century continues their dominant run as they defeat the #4 seed in extra innings to advance to the finals in the 2025 #NJCAABaseball DIII World Series!

https://t.co/oaBxOTOf9q

[MLB @MLB]

Justin Osterhouse of Purdue-Fort Wayne had an ALL-TIME day yesterday:

- 4 homers
- 8 RBI
- 1 IP, winning pitcher
- Walk-off grand slam to cap an 11-run 9th inning

(🎥 : @MastodonBSB)

[Purdue Fort Wayne Baseball @MastodonBSB]

'Dons score 11 runs in the ninth to rally back to defeat Wright State!

Justin Osterhouse hits a walkoff grand slam to win it AND he is the winning pitcher AND it was his 4th home run of the game.

#FeelTheRumble #HLBASE @NCAABaseball

[Old Logan Capital @OldLoganCapital]

🔥 Why we like it: Strong institutional backing and RS indicate $TTWO may see revenue/EPS gains medium-to-long term. Despite GTA VI's delayed release, $TTWO holds key support zones, prompting OLC to initiate a position. [4/4]

[Old Logan Capital @OldLoganCapital]

📊 Technicals: $TTWO is in a Stage 2 uptrend (Weinstein), breaking $200 and $220 resistance with high volume. VPA confirms strong institutional buying, indicating conviction in this breakout.💥 [2/4]