Archive - Fundasy Investor

Portfolio Updates

Updating my Subscribers on My Process & Thoughts

Apr 13 •

February 2025

September 2024

Hims & Hers (Ticker: $HIMS): The DTC Pharmaceutical Company

An Independent Vertically Integrated Distribution Platform within the Healthcare Industry

Sep 20, 2024 •

July 2024

NEW POSITION: Hims & Hers $HIMS

Hello Paid Subscribers!

Jul 18, 2024 •

Kinsale Capital: Q1 Review & IRR Expectations

Reviewing the Past & Predicting the Future

Jul 8, 2024 •

Portfolio Q2'24 Review

Portfolio Review, Watchlist Updates, and Risk Analysis

Jul 1, 2024 •

June 2024

Evolution Gaming Pitch

My Current Investment Analysis & Updated IRR Expectations

Jun 21, 2024 •

May 2024

Opinion Piece: Why Founders Disproportionately Win Big

P.S. Spirit Airlines, I hate you

May 22, 2024 •

April 2024

Kinsale: Built for Efficiency and Profitability

A Purpose Built E&S Insurance Carrier

Apr 28, 2024 •

March 2024

Dino Polska: Adding on Weakness

Documenting the Process

Mar 25, 2024 •

Mercado Libre: The Amazon of the Amazon

A Breakdown of a Long-term Winner

Mar 10, 2024 •

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