Six Years, 25% CAGR
48 Hours Only: 6 Spots at 25% Off
As you know, the back half of 2025 was a grind. I’m grateful to everyone who stuck with me. And I look forward to sharing a lot of good stuff planned for 2026.
As I have said before, Sycamore should be read and evaluated over a long arc given my concentrated approach to portfolio management. Because of that, my North Star metric of investment success is the multi-year CAGR.
Over the last six years, the Sycamore portfolio has compounded at a 25.1% CAGR. For nearly the last three years I have shared these results publicly, month after month. And I want more people to be a part of it.
To mark this milestone, for the next 48 hours I’m opening 6 spots for a paid subscription at 25% off.
A few notes:
I have never run a discount before, and I don’t know if/when I’ll do one again.
Once subscribed, you’re locked in at that price going forward as long as your subscription stays active.
If you’ve been on the fence, this is a good time to jump in and get full access to everything I publish as we get going in 2026.
Claim one of the 6 discounted spots here:
If the button doesn’t work, click here.
Appreciate you being here and supporting my work!
Matthew Blake
Founder & CIO | Sycamore Capital Management, LLC
Disclaimer: Sycamore Capital Management, LLC (referred to in some materials as “Sycamore” or “Sycamore Capital”) is a research and publishing platform provided for informational purposes only. Nothing published by Sycamore Capital Management, LLC or its author constitutes investment advice or a recommendation to buy, sell, or hold any security. The company is not a registered investment advisor and does not manage client assets or offer personalized financial advice. All opinions expressed are solely those of the author, and any securities referenced reflect personal holdings at the time of publication unless otherwise stated. Readers are solely responsible for their own investment decisions and are encouraged to conduct independent research and consult with a licensed financial advisor before acting on any information provided.