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Rebound Portfolio
Why Rebound Investing?
Deep Dives
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Deep Dive: Lululemon ($LULU)
A hidden GLP-1 beneficiary?
Jun 9
•
Rebound Capital
65
10
One Year of Rebound Capital
Take a simple idea and take it seriously
Jun 5
•
Rebound Capital
70
13
9
June 2026 Portfolio Update
Reviewing our Portfolio companies and Broader Market Commentary
Jun 1
•
Rebound Capital
33
2
May 2026
Deep Dive: Wingstop ($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
•
Rebound Capital
48
2
2
AI vs SaaS: Peak Pessimism
10 Potential Rebounds
May 23
•
Rebound Capital
35
9
6
Buying a Mispriced Compounding Machine
Capitalizing on temporary headwinds to buy a decadal compounder
May 19
•
Rebound Capital
27
6
3
The 13F Report: What Top Funds are Buying/Selling
The biggest new bets and surprising exits
May 19
•
Rebound Capital
73
7
Deep Dive: Domino’s Pizza ($DPZ)
A 6% FCF Yield Floor in an Expensive Market
May 13
•
Rebound Capital
34
2
Rebound Watchlist: May 2026
And, our analysis of how to trade the Semiconductor Sector
May 9
•
Rebound Capital
28
4
2
RC Portfolio Update
Adding a new company & tweaking exposure across Semis/Healthcare
May 8
•
Rebound Capital
23
9
2
May 2026 Portfolio Update
And Big-Tech Earnings Review
May 1
•
Rebound Capital
31
5
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