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Sycamore Capital Management
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Important Changes for Sycamore
Important updates for free subscribers
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The Trade Desk (TTD) | Understanding The Trade Desk's Competitive Dynamics
Oct 22, 2025
•
Matthew at Sycamore
23
6
The Trade Desk (TTD) | A Structural Necessity
Mar 13
•
Matthew at Sycamore
22
5
Re-Underwriting After a 40% Collapse | The Trade Desk Q2 2025 Earnings Recap
Aug 20, 2025
•
Matthew at Sycamore
19
4
Concentrating into Uncertainty | Sycamore Portfolio Update [November 2025]
Dec 4, 2025
•
Matthew at Sycamore
15
2
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Important Changes for Sycamore
An important note to paid subscribers
May 22
•
Matthew at Sycamore
5
S&P Global (SPGI) | The Necessary Backbone of Global Capital Markets
One of the most strategically advantaged companies in the world and in a 25% drawdown.
May 9
•
Matthew at Sycamore
5
1
Sycamore Portfolio Update | April 2026
A closer look at four Sycamore holdings post earnings
May 6
•
Matthew at Sycamore
6
1
Viking Holdings (VIK) | The Thinking Person's Cruise Line
quiet luxury, AI-proof, financial strength, and a long runway for growth
May 1
•
Matthew at Sycamore
9
2
2
Sycamore Portfolio Update | Q1 2026
Updates on each stock in the portfolio and Q1 performance, current holdings, etc.
Apr 11
•
Matthew at Sycamore
11
1
The Trade Desk (TTD) | A Structural Necessity
Consider this my personal TTD manifesto
Mar 13
•
Matthew at Sycamore
22
5
Sycamore Portfolio Update | February 2026
Portfolio updates and thoughts from a very busy month
Mar 4
•
Matthew at Sycamore
7
1
1
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Sycamore Capital Management
Concentrated investment management | 6-Year CAGR 25.1%
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