Scout: Curated Investment Research (Page 8)

3 min read
Stockbridge's Trades in Q2 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
Aug 14, 2024 • 13F Research • Stockbridge
4 min read
Sequoia Capital's Trades in Q2 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
Aug 14, 2024 • 13F Research • Sequoia Capital
3 min read
AltaRock Partners' Trades and Holdings in Q2 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
Aug 14, 2024 • 13F Research • Scott Bradford • Mark Massey
3 min read
Hamilton Helmer's Trades and Holdings in Q2 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
Aug 13, 2024 • 13F Research • Hamilton Helmer • Strategy Capital
4 min read
Bill Miller's Trades in Q2 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
Aug 13, 2024 • 13F Research • Bill Miller • Miller Value Partners
10 min read
Polen Capital's Trades in Q2 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
Aug 12, 2024 • 13F Research • Polen Capital
15 min read
Swiss National Bank's Trades and Holdings in Q2 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
Aug 8, 2024 • 13F Research • Swiss National Bank (SNB)
2 min read
Hamilton Helmer's Trades in Q1 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
May 15, 2024 • 13F Research • Hamilton Helmer • Strategy Capital
14 min read
Stanley Druckenmiller's Trades in Q1 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
May 15, 2024 • 13F Research • Stanley Druckenmiller • Duquesne
5 min read
Brad Gerstner's Trades in Q1 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
May 15, 2024 • 13F Research • Brad Gerstner • Altimeter
3 min read
Sequoia Capital's Trades in Q1 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
May 15, 2024 • 13F Research • Sequoia Capital
2 min read
Stockbridge's Trades in Q1 2024
Daniel Scrivner
Daniel Scrivner
Sharing what I learn investing across public and private markets. Founder of Ligature and Primal Funds. Track record: 58.3% IRR (2016–2024).

X
May 15, 2024 • 13F Research • Stockbridge

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