Longriver
Our archive holds 7 letters from Longriver, behind 10 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
What they bought and sold · 2 moves
- New positionKLA CorpJuly 2026
“I invested in semiconductor equipment supplier KLA Corp earlier this year and reinvested in Amazon, too.”
Read the letter - AddedAmazonJuly 2026
“I invested in semiconductor equipment supplier KLA Corp earlier this year and reinvested in Amazon, too.”
Read the letter
Companies held · 4
Every company Longriver has disclosed a position in across our archive, with the letter that last mentioned it.
Theses · 10
- July 2026
Amazon is becoming a neutral AI platform with Bedrock and Trainium, while benefiting from large profit pools and underappreciated earnings durability.
Read the full thesis - July 2026
Meta Platforms is using AI to improve a highly productive advertising system and monetizes its own products without depending on external model providers.
Read the full thesis - July 2026
Nvidia sells integrated working computing systems with difficult-to-replace software, scale and supply-chain execution, and inference broadens demand beyond training.
Read the full thesis - March 2026
Futu Holdings Limited is a digital-first brokerage and wealth platform expanding internationally with strong execution, growing AUM, and significant wallet-share upside at a modest valuation.
Read the full thesis - March 2026
Hong Kong Exchanges and Clearing Limited is enhancing competitiveness through Stock Connect-driven flows, market plumbing upgrades like FINI, and pro-innovation listing reforms.
Read the full thesis - December 2025
Wise plc is building a compliant, scalable global cross-border money movement platform with reinforcing Consumer, Business, and Platform channels that share scale economies to drive durable compounding with bounded downside.
Read the full thesis - September 2025
Plover Bay is a technology company specializing in robust connectivity solutions through its Peplink-branded routers and software, enabling seamless failover and high-performance networking across multiple links, while maintaining strong revenue growth and high returns on equity.
Read the full thesis - June 2025
Meta has built world-class AI infrastructure and automation for its ad platform, but without a compelling consumer-facing product, it risks powering the future of AI from behind the scenes while rivals like OpenAI capture the end-user and the upside.
Read the full thesis - June 2025
TSMC is the indispensable core of the AI compute stack, excelling in manufacturing, advanced packaging, and innovation, with unmatched reliability and performance.
Read the full thesis - December 2024
Wise is a highly profitable fintech company that prioritizes customer value by continuously lowering fees and enhancing services, making it difficult for competitors to keep up.
Read the full thesis
Letter archive · 7
2025
Funds · 2
- Longriver Partners Fund4
- Longriver3
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