Investments

Investments we have made

AtriCure, Inc. (ATRC)

AtriCure Revenue Growth is Set to Short-Circuit

Mirati Therapeutics, Inc. (MRTX)

Investors Ignoring KRASi Risks

Match Group (MTCH) & IAC/InterActiveCorp (IAC)

Breakin’ Up is Hard to Do

Korn Ferry (KFY)

The Executive Suite Goes Digital

Principia Biopharma Inc. (PRNB)

A TKO for BTK

CareDx, Inc. (CDNA)

Pivotal Kidney Transplant Test Headed for Rejection

Tucows Inc. (TCX)

Three Terrible Businesses In One

iRhythm Technologies, Inc. (IRTC)

Growth Reversal will Leave Investors Heartbroken

Qualcomm Incorporated (QCOM)

Ignoring the Legal Risk is Patently Ridiculous

Intelsat S.A. (I) and SES S.A. (SESG)

To the Moon

The St. Joe Company (JOE)

Mired in Swamp

QuinStreet, Inc. (QNST)

Leading Nowhere