Focus
Focus Growth
US Growth
Dec 2024 → Sep 2025
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in 2 years · follow all of Focus for every strategy.
What it bought and sold
We sold Dexcom after the surprisingly weak second quarter earnings report and only a modest recovery in the third quarter.
Buys Eli Lilly