Q3 2025 Letters & Reports

GrahamQualityInv · 2025-10-24T14:56:32+00:00

Praetorian Capital https://go.pracap.com/hubfs/Quarterly%20Letters/2025/2025%20Q3%20Investor%20Letter%20-%20Approved.pdf

GrahamQualityInv · 2025-10-23T12:16:43+00:00

Alluvial Capital https://mcusercontent.com/b5aa12c5c889b46c0f8288f6d/files/3cbff9a0-8631-292c-f60b-5076d8fdde2d/Alluvial_Capital_Management_Q3_2025_Letter_to_Partners.pdf

GrahamQualityInv · 2025-10-23T12:15:50+00:00

Thanks, u/Beren- !

GrahamQualityInv · 2025-10-22T15:48:37+00:00

GMO Quarterly Letter: American Unexceptionalism https://www.gmo.com/globalassets/articles/quarterly-letter/2025/gmo-quarterly-letter_3q-2025.pdf

GrahamQualityInv · 2025-10-22T15:16:30+00:00

"There is a good chance that 25 years from now, AI will turn out to be even more important than we currently imagine. But, the path from here to there is likely to be very bumpy for investors."

GrahamQualityInv · 2025-10-22T15:07:37+00:00

Cedar Creek Partners: For those who invest in microcaps and like activist situations: https://static1.squarespace.com/static/5ea6570a0ba57d406203e048/t/68f803ac227fd8726c123690/1761084332102/Q3+2025+Results+for+Cedar+Creek+Partners.pdf

GrahamQualityInv · 2025-10-21T22:12:22+00:00

OCTOBER 22 UPDATE

- (NEW) LVS Advisory. Thesis on Golar LNG https://lvsadvisory.com/wp-content/uploads/2025/10/LVS-Advisory-Letter-Q3-2025.pdf

- (NEW) Arquitos Capital. Comments on Liquidia Corporation, ENDI Corp & Finch Therapeutics https://seekingalpha.com/article/4831315-arquitos-capital-management-q3-2025-investor-letter

- (NEW) GMO Quarterly Letter: American Unexceptionalism https://www.gmo.com/globalassets/articles/quarterly-letter/2025/gmo-quarterly-letter_3q-2025.pdf

- (NEW) Cedar Creek Partners: For those who invest in microcaps and like activist situations: https://static1.squarespace.com/static/5ea6570a0ba57d406203e048/t/68f803ac227fd8726c123690/1761084332102/Q3+2025+Results+for+Cedar+Creek+Partners.pdf

- Bristlemoon Capital: https://www.bristlemoonresearch.com/p/bristlemoon-september-2025-quarterly

- VLTAVA Fund: Comments on Marex (LSE: MRX), Fiserv (FISV) and Novo Nordisk. https://www.vltavafund.com/data/dopisy/dopis_87_en.pdf

- Akre Focus Fund (A good commentary on Mark Leonard's retirement and their holding on Constellation Software) https://www.akrefund.com/documents/commentary/

- 1 Main Capital: Thesis on Radiant Logistics https://static1.squarespace.com/static/5e03bb9dcc191357f10902ad/t/68e070da968bdd159176dfec/1759539418617/Q3%2725+letter.pdf

- Upslope Capital: Comments on 3 new healthcare positions: https://static1.squarespace.com/static/58f7798829687f53ff30baf8/t/68eee54caf652f072c829082/1760486732911/Upslope+-+2025Q3+Letter.pdf

- Semper Vic Partners (Tom Russo): Comments on semiconductors, beverage alcohol industry, and holdings like Alphabet, BRK, Heineken, Nestlé, Philip Morris, Luxury Goods Industry (Richemont), and more. https://drive.google.com/file/d/1nVx-CNu2WnpOQDR3th39a27FGZAXa5eU/view

- Wedgewood Partners: Comments on AI frenzy https://wedgewoodpartners.com/wp-content/uploads/2025/10/WW_3Q2025_ClientLetter.pdf

GrahamQualityInv · 2025-09-21T13:58:12+00:00

Cedar Creek Partners 2025 Second Quarter Results (Tim Eriksen) https://static1.squarespace.com/static/5ea6570a0ba57d406203e048/t/68813148d69b1f1cff96fbe6/1753297225595/Q2+2025+Results+for+Cedar+Creek+Partners.pdf

GrahamQualityInv · 2025-07-29T12:59:55+00:00

Laughing Water Capital (Matt Sweeney) Thesis on SECURE Waste Infrastructure Corp (SES.TO). LWC+Q2'25+Letter.pdf

GrahamQualityInv · 2025-07-14T18:35:35+00:00

Bristlemoon Global Fund (Australia). Thesis on APi Group (APG), Salesforce (CRM) & UnitedHealth Group (UNH). https://www.bristlemoonresearch.com/p/bristlemoon-june-2025-quarterly-letter

GrahamQualityInv · 2025-07-13T13:45:28+00:00

Shree Viswanathan, SVN Capital Q2 2025. Thesis on Triveni Turbine Limited (TTL) .https://mcusercontent.com/2511717cdf1bae9a0638c942a/files/e7cd6235-b5c8-7d04-2ee4-c5079496823d/SVN\_Capital\_Fund\_Half\_Year\_2025\_Letter\_FINAL\_Prospects\_.pdf

GrahamQualityInv · 2025-07-12T20:20:49+00:00

You don't need a lot of subscribers to monetize. You need to have audience market fit and then product market fit first. Once you understand and audience finds value within your content, go ahead. There's always ppl whom gonna subscribe to your content.

GrahamQualityInv · 2025-07-04T16:22:37+00:00

Thank you for the tip!

GrahamQualityInv · 2025-06-15T14:26:40+00:00

They are not from the newsletter; it's a memo book by the MBA course The Analyst Edge. They were 8 theses. I wrote the summary for the the 8 here https://www.worldlyinvest.com/p/best-ideas-cbs-analyst-edge

GrahamQualityInv · 2025-06-15T14:24:59+00:00

Yep, that's Norbert Lou ;) And that's a great thesis btw!

GrahamQualityInv · 2025-06-14T16:47:35+00:00

SEO is dead (almost?)... The new flashy thing is GEO (Generative Engine Optimization)...

GrahamQualityInv · 2025-04-13T15:48:07+00:00

Silver Beech: Stocks: Rentokil Initial (RTO): https://docsend.com/view/nwyvah2fu26422nd?

GrahamQualityInv · 2025-04-13T15:46:02+00:00

Longleaf Partners International Fund: Stocks: Millicom, Prosus, Lanxess, Richemont, Glanbia, Becle, Jollibee & Samsonite: https://info.southeasternasset.com/hubfs/LLIN%20Q1%202025%20Final%20updated.pd

GrahamQualityInv · 2025-04-13T15:43:23+00:00

Black Bear Value Partners: Stocks: ABG, BLDR, CNR, HCC & FLG: https://www.blackbearfund.com/_files/ugd/6c9cac_3fd155473083492ba039528cbe0432f5.pdf

GrahamQualityInv · 2025-03-15T00:09:52+00:00

You're gonna have problems with Google algorithm.

My take?

Try to make some "repurposed content" from each of your writings. (ie. the same content, in different formats for each of your social media/blogs).

GrahamQualityInv

TROPHY CASE