THE ONE THING
The conviction funnel is collapsing into the middle
By Cathy · Lead Analyst, Fundprints
Early Conviction names dropped by 17 this week while Consensus names grew by 19, meaning funds that were quietly building positions have now been joined by enough peers to lose their edge. The pipeline behind them is thinning too: Emerging names fell by 4…
ALSO IN THIS EDITION
- What's not happening: the silences and price-vs-evidence divergences nobody else tracks
- The tape: all 3 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
Read the full memo.
The storylines in full, the historical echo, every Print with its base rate, and what it means for the names you actually own. New edition every week.