KNA Capital
Our archive holds 3 letters from KNA Capital, behind 4 investment theses. Every quote below is copied verbatim from the letter it came from.
KNA Capital’s own letters pageTheses · 4
- February 2026
Chemed Corporation operates VITAS hospice care and Roto-Rooter plumbing, faces temporary headwinds expected to normalize, and benefits from strong capital allocation.
Read the full thesis - February 2026
The Walt Disney Company owns irreplaceable nostalgia-driven IP with strength in its Experiences segment and new leadership that could improve performance from a fair entry price.
Read the full thesis - January 2026
Dick's Sporting Goods, Inc. is a dominant sporting goods retailer benefiting from supplier shifts back to wholesale, rising youth sports spending, its unique GameChanger platform, experiential stores, family stewardship, and upcoming global events at a reasonable valuation.
Read the full thesis - September 2025
Wise is revolutionizing cross-border payments with a transparent, low-cost model rooted in customer trust and long-term value creation—mirroring Costco’s playbook and positioning itself for global growth with its US market listing.
Read the full thesis
Letter archive · 3
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