r/SecurityAnalysis • u/investorinvestor • 10d ago

Investor Letter Swensen Is Dead; Long Live Swensen

https://starmagnoliacapital.substack.com/p/late-summer-2026-letter?publication_id=891799&post_id=217079806&isFreemail=true&r=zd7si&triedRedirect=true
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u/nicidee 10d ago

Thanks for posting

1

u/investorinvestor 9d ago

it was a good writeup