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Unconventional Value
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Investment Idea #5: Thryv Holdings | THRY

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Research Recap | January 2025

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2024 Annual Letter

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Continued thinking on CROX

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A turn for the worse

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An informative Glassdoor review: A fine point on Planet's GTM struggles

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How People Use Planet's Data: Civil Government: And the opportunity in sustainability regulation

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How People Use Planet's Data: Agriculture: Commentary on a customer index (of sorts)

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Investment Idea #1: Spire Global (NYSE: SPIR): Unique capabilities in space supported by excellent long-term economics

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