Author name: Press Holden

The Thesis: Why $CX? We aren’t just buying a concrete company; we’re buying a disciplined, cash-generating machine that is pivoting

In the world of enterprise software, consistency is the ultimate currency. Zeta Global just proved it has plenty of it.

Reported: February 24, 2026 Lucid Group reported a complex Q4, characterized by a revenue beat but overshadowed by wider-than-expected losses.

Hindsight 50/50 Fund Update This week, we are excited to announce three strategic additions to the portfolio: Ondas Holdings (ONDS),