Sycamore Capital

Home
Notes
Archive
About
Inside Sycamore Capital
Why it exists and the path forward
 • 
Matthew | Sycamore Capital
Sycamore Wire | Issue #6
Official PR, noteworthy news, interviews, and analyst insights from Sycamore's portfolio companies for December 16-31, 2024
 • 
Matthew | Sycamore Capital
Key Takeaways from Year-End Brokerage Conferences | Uber, SentinelOne, Amex
Mobility gross bookings growth at Uber, shifting the Crowdstrike narrative at SentinelOne, and more wallet share at Amex
 • 
Matthew | Sycamore Capital
Most Popular
View all
Getting More Defensive Heading into Q4 | Sycamore Portfolio Update [September 2024]
 • Matthew | Sycamore Capital
7
SentinelOne Q3 FY2025 Earnings Recap
 • Matthew | Sycamore Capital
5
The Final Stretch | Sycamore Portfolio Update [November 2024]
 • Matthew | Sycamore Capital
3
Why Brad Gerstner is Wrong About Uber
 • Matthew | Sycamore Capital
7
Key Takeaways from Year-End Brokerage Conferences | Uber, SentinelOne, Amex
 • Matthew | Sycamore Capital
SentinelOne Investor Session at OneCon24
 • Matthew | Sycamore Capital
3
Sycamore Wire | Issue #5
Official PR, noteworthy news, interviews, and analyst insights from Sycamore's portfolio companies for December 1-15, 2024
 • 
Matthew | Sycamore Capital
The Final Stretch | Sycamore Portfolio Update [November 2024]
Portfolio update, monthly returns and transactions, my horse for 2025, trimming positions, and the Snowflake mistake
 • 
Matthew | Sycamore Capital
3
SentinelOne Q3 FY2025 Earnings Recap
Accelerating business, larger customers, robust pipeline, stable pricing, top-tier technology, and a hammered stock price
 • 
Matthew | Sycamore Capital
5
Sycamore Wire | Issue #4
Official PR, noteworthy news, interviews, and analyst insights from Sycamore's portfolio companies for November 16-30, 2024
 • 
Matthew | Sycamore Capital
Why Brad Gerstner is Wrong About Uber
Altimeter Capital dumps its entire $1 billion position in Uber
 • 
Matthew | Sycamore Capital
7
Sycamore Wire | Issue #3
Official PR, noteworthy news, interviews, and analyst insights from Sycamore's portfolio companies for November 1-15, 2024
 • 
Matthew | Sycamore Capital
A Superlative Example | Sycamore Portfolio Update [October 2024]
Portfolio changes and returns, introducing Sycamore Wire, still defensive?, big month at S...again, AXP earnings/updates, and "UBER: A Superlative…
 • 
Matthew | Sycamore Capital
2
Sycamore Capital
Sycamore Capital
Qualitative equity research and concentrated investing.
Recommendations
View all 13
Tech Investments
Tech Investments
Tech Fund
Jimmy's Journal
Jimmy's Journal
Jimmy
Cedar Grove Capital Management
Cedar Grove Capital Management
Paul Cerro
Capitalist Letters
Capitalist Letters
Oguz Erkan
Schwar Capital
Schwar Capital
Schwar Capital

Sycamore Capital

AboutArchiveRecommendationsSitemap
© 2025 Matthew Blake
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture