Brasada
Our archive holds 7 letters from Brasada, behind 9 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
Brasada’s own letters pageCompanies held · 3
Every company Brasada has disclosed a position in across our archive, with the letter that last mentioned it.
- AmphenolJun 2026
- Cavco IndustriesJun 2026
- Fastenal CompanyJun 2026
Theses · 9
- June 2026
Fastenal is a mission-critical industrial supply-chain partner with pricing power, decentralized execution, reshoring tailwinds, and long-term expansion opportunities.
Read the full thesis - June 2026
Cavco Industries is a scaled manufactured-housing leader with oligopolistic structure, regulatory and zoning tailwinds, and a structural shortage-driven housing growth runway.
Read the full thesis - June 2026
Amphenol is a mission-critical interconnect leader with switching costs, decentralized execution, AI-driven growth, and long-term electrification and digitization tailwinds.
Read the full thesis - March 2026
Grupo Aeroportuario del Centro Norte is a Mexican airport operator benefiting from Monterrey-led nearshoring, traffic and commercial growth, resolved regulatory overhang, and an attractive valuation and dividend yield.
Read the full thesis - September 2025
Broadcom is positioned to be a leading player in AI and networking, benefiting from its custom AI chips, dominant software solutions, and strong market execution under CEO Hock Tan.
Read the full thesis - September 2025
Ferguson is the largest specialty distributor in North America for plumbing, HVAC, and waterworks, demonstrating resilience in revenue despite housing market weaknesses and showing potential for growth through strategic acquisitions and strong demand in non-residential sectors.
Read the full thesis - June 2025
Uber is a technology-driven marketplace connecting riders, drivers, restaurants, and shippers, with a robust business model that benefits from extensive data and dynamic pricing while embracing opportunities in autonomous vehicles for future growth.
Read the full thesis - June 2025
West Pharmaceutical’s steep sell-off masks a fundamentally resilient business with irreplaceable components, long-term tailwinds in biologics and GLP-1s, and a compelling setup for patient investors.
Read the full thesis - March 2025
Heico is a leading seller of PMA parts, strategically positioned for growth through acquisitions and potential opportunities with the US Military, while adopting a long-term investment approach.
Read the full thesis
Letter archive · 7
Funds · 4
- Brasada Capital3
- Brasada CM3
- Brasada Private Accounts1
- Brasada0
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