monsitj Investment Thesis CNH Industrial’s (NYSE:CNHI) Q2 results should benefit from a healthy order book, pricing actions, improved productivity at facilities, and strong end markets. However, the second half of this year doesn’t look that […]
hapabapa Investment Thesis Dutch Bros (NYSE:BROS) is a fast growing company with an expensive valuation. Revenue growth is extremely strong. But its profitability is weaker and its free cash flow is poor. I don’t think […]
Metha Andreasen/iStock via Getty Images Dear Partners, For Q2 2022 Class A interests in Laughing Water Capital returned approximately -19.4%, bringing our year to date returns to approximately -29.5%. The SP500 and R2000 returned -16.1% […]
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