Sycamore Capital Management

Angel Studios (ANGX) | The Angel Guild Flywheel

Subscription revenue, theatrical hits, and a crowdsourced greenlight committee

Jan 16 • Matthew at Sycamore

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PayPal (PYPL) | Inside the PayPal Ads Platform

How PayPal is turning a treasure trove of purchase data into a scaled and high-margin advertising business

Jan 9 • Matthew at Sycamore

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Six Years, 25% CAGR

48 Hours Only: 6 Spots at 25% Off

Jan 6 • Matthew at Sycamore

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2025 In Review | Sycamore Portfolio Update [December 2025]

Annual performance update, portfolio set-up for 2026, and analysis on all 17 stocks I researched this year

Jan 4 • Matthew at Sycamore

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December 2025

A Comprehensive Analysis of PayPal's Credit Exposure

Looking for any signs of stress and excess risk

Dec 10, 2025 • Matthew at Sycamore

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Concentrating into Uncertainty | Sycamore Portfolio Update [November 2025]

“The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.”

Dec 4, 2025 • Matthew at Sycamore

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November 2025

The Trade Desk in 2026 | Putting the Puzzle Pieces Together for 20%+ Growth

Competitive dynamics with Amazon and the puzzle pieces to get back to 20%+ growth

Nov 20, 2025 • Matthew at Sycamore

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Stable Core, Growth Drivers Accelerating | PayPal Q3 2025 Earnings Recap

The deeper you dig, the better the story gets.

Nov 8, 2025 • Matthew at Sycamore

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Easy Come, Easy Go | Sycamore Portfolio Update [October 2025]

Monthly returns, a repost, a big month of changes to the portfolio and setting up for 2026

Nov 5, 2025 • Matthew at Sycamore

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October 2025

Understanding The Trade Desk's Competitive Dynamics

A nuanced analysis of TTD's business model and how it competes, especially against walled gardens + looking ahead

Oct 22, 2025 • Matthew at Sycamore

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Unchartered Territory | Sycamore Portfolio Update [September 2025]

Performance update, unchartered territory, a few important portfolio updates, underwriting a new idea, and more

Oct 11, 2025 • Matthew at Sycamore

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September 2025

PayPal | The Commerce Platform

A list of every strategic initiative, product innovation, and partnership announcement under new CEO Alex Chriss

Sep 29, 2025 • Matthew at Sycamore

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