Sycamore Capital Management | Matthew at Sycamore | Substack

Angel Studios (ANGX) | The Angel Guild Flywheel

Subscription revenue, theatrical hits, and a crowdsourced greenlight committee

READ THE LATEST

Most Popular

Understanding The Trade Desk's Competitive Dynamics

Oct 22, 2025 • Matthew at Sycamore

Re-Underwriting After a 40% Collapse | The Trade Desk Q2 2025 Earnings Recap

Aug 20, 2025 • Matthew at Sycamore

Concentrating into Uncertainty | Sycamore Portfolio Update [November 2025]

Dec 4, 2025 • Matthew at Sycamore

PayPal | The Commerce Platform

Sep 29, 2025 • Matthew at Sycamore

Sycamore Capital Management

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts