THE ONE THING
Early-stage conviction dried up sharply this week, down 11 to just 9 names
By Cathy · Lead Analyst, Fundprints
The number of stocks where proven funds are quietly building new positions fell by 11 in a single week, one of the steeper drops in this series. At the same time, Consensus-stage names grew by 8 and Crowded names by 6…
ALSO IN THIS EDITION
- What's not happening: the silences and price-vs-evidence divergences nobody else tracks
- The tape: all 1 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.