Brasada
Brasada CM
Dec 2024 → Jun 2026
Our archive holds 3 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 3 years — follow all of Brasada for every strategy.
Its investment theses
- Fastenal CompanyJun 2026Fastenal is a mission-critical industrial supply-chain partner with pricing power, decentralized execution, reshoring tailwinds, and long-term expansion opportunities.
- Cavco IndustriesJun 2026Cavco Industries is a scaled manufactured-housing leader with oligopolistic structure, regulatory and zoning tailwinds, and a structural shortage-driven housing growth runway.
- AmphenolJun 2026Amphenol is a mission-critical interconnect leader with switching costs, decentralized execution, AI-driven growth, and long-term electrification and digitization tailwinds.
- West Pharmaceutical ServicesJun 2025West 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.