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Rebound Portfolio
Why Rebound Investing?
Deep Dives
About
One Year of Rebound Capital
Take a simple idea and take it seriously
Jun 5
•
Rebound Capital
70
13
9
Latest
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Discussions
June 2026 Portfolio Update
Reviewing our Portfolio companies and Broader Market Commentary
Jun 1
•
Rebound Capital
33
2
Deep Dive: Lululemon ($LULU)
A hidden GLP-1 beneficiary?
Jun 9
•
Rebound Capital
62
10
Deep Dive: Wingstop ($WING)
A franchise royalty platform with software-like margins
May 29
•
Rebound Capital
42
2
Deep Dive: Buying a Medical Oligopoly Leader with 60% Share in a ~70% Drawdown
70% drawdown in a small-cap with its moat intact
May 27
•
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48
2
2
AI vs SaaS: Peak Pessimism
10 Potential Rebounds
May 23
•
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35
9
6
Buying a Mispriced Compounding Machine
Capitalizing on temporary headwinds to buy a decadal compounder
May 19
•
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27
6
3
The 13F Report: What Top Funds are Buying/Selling
The biggest new bets and surprising exits
May 19
•
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73
7
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Rebound Capital
Deep research on beaten-down stocks | The best opportunities exist in uncertain times
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