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Thus far the Countryside investment has been a disaster. This near-term pain is the best thing that can happen. When near-term downside amplifies long-term upside, there is little reason to worry assuming you can remain patient. For further details see: Laughing Water Ca...
Laughing Water Capital is a concentrated, long-biased investment partnership open to accredited investors. Laughing Water Capital returned approximately -12.5% in the first quarter of 2022. Most of the quarter our results tracked the indexes pretty closely, but as the indexes rall...
Laughing Water Capital is a concentrated, long-biased investment partnership open to accredited investors. Our performance going forward could be considerably weaker than our past performance, and we could still generate returns that would please us. As always, there are things to...
Alphyn Capital Management, LLC is a registered investment advisor focussed on a) great public companies that have the power to endure, with long runways to grow through reinvesting cash flows at high rates of return, run by talented and aligned operators and b) the occasional special situ...
Alphyn Capital Management, LLC is a registered investment advisor focussed on a) great public companies that have the power to endure, with long runways to grow through reinvesting cash flows at high rates of return, run by talented and aligned operators and b) the occasional special situ...
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