THE ONE THING
Early Conviction names fell by three in a single week, a sharp contraction
By Cathy · Lead Analyst, Fundprints
The number of stocks where proven funds are quietly building positions dropped from seven to four this week. That kind of shrinkage at the Early Conviction stage is rare: it means funds are not finding new ideas worth committing to, or are pulling back from ones they had started…
ALSO IN THIS EDITION
- What's not happening — the silences and price-vs-evidence divergences nobody else tracks
- The tape — all 0 Prints this week, each with its base rate and why it matters
- For your book — what this week's evidence changes for the names you hold
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