Infuse
Our archive holds 7 letters from Infuse, behind 7 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
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2 strategies
Infuse publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.
- Infuse AM6
Mid-cap · 6 companies
- Infuse Partners LP1
Since inception +122% (Jun 30, 2026)
Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.
Companies held · 2
Every company Infuse has disclosed a position in across our archive, with the letter that last mentioned it.
- DuolingoMar 2026
- Ondo PlcMar 2026
Theses · 7
- March 2026
Duolingo, Inc. is a language-learning platform leveraging AI to improve courses, with potential for re-accelerating user growth and significant long-term free cash flow relative to its current enterprise value.
Read the full thesis - December 2025
MercadoLibre is a long-term focused operator that has outcompeted major marketplaces via vertical integration and fast delivery, sustaining a powerful e-commerce and payments flywheel.
Read the full thesis - December 2025
TransMedics is transforming organ transplants with a growing logistics network that lowers unit costs and could expand the market through DCD procedures, creating a density-driven moat.
Read the full thesis - December 2025
Duolingo is an engagement-driven education platform expanding into multiple subjects and integrating AI, with exceptional growth endurance and founder-led vision bought at ~18x FCF.
Read the full thesis - December 2025
Sanuwave sells a razor-and-blades UltraMist wound-care device, is led by a capital-allocation savvy CEO, and offers >30% growth with improved debt terms at a reasonable ~18x forward EBIT.
Read the full thesis - December 2025
Nu Holdings is evolving into a super app with replicable expansion beyond Brazil, leveraging a lean cost structure and proven lending algorithms to potentially become a global banking leader.
Read the full thesis - PharmXMarch 2025
The company is the leading EDI provider for Australian pharmacies, with significant growth potential through its marketplace model and strong profit margins.
Read the full thesis
Letter archive · 7
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