Sitemap - 2025 - Sycamore Capital Management
PayPal (PYPL) | A Comprehensive Analysis of PayPal's Credit Exposure
Concentrating into Uncertainty | Sycamore Portfolio Update [November 2025]
The Trade Desk (TTD) | Putting the Puzzle Pieces Together for 20%+ Growth in 2026
Stable Core, Growth Drivers Accelerating | PayPal Q3 2025 Earnings Recap
Easy Come, Easy Go | Sycamore Portfolio Update [October 2025]
The Trade Desk (TTD) | Understanding The Trade Desk's Competitive Dynamics
Unchartered Territory | Sycamore Portfolio Update [September 2025]
PayPal (PYPL) | The Commerce Platform
A Quick but Important Sycamore Update
Silver Lining | Sycamore Portfolio Update [August 2025]
Re-Underwriting After a 40% Collapse | The Trade Desk Q2 2025 Earnings Recap
Uber Q2 2025 Earnings Recap | Unlocking the Platform
Nothing is Obvious | Sycamore Portfolio Update [July 2025]
Aggregator to Owner? A Major New Move in Uber's AV Strategy
The Index Effect: The Trade Desk to Join the S&P 500
First Half Scorecard | Sycamore Portfolio Update [June 2025]
One Year In: Assessing the Six Flags–Cedar Fair Merger
Important Updates with Sycamore Capital
May Momentum | Sycamore Portfolio Update [May 2025]
SentinelOne Q1 FY2026 Earnings Recap | Slipped Deals
The Trade Desk Q1 2025 Earnings Recap | Winning in an Unfair Market
Uber Q1 2025 Earnings Recap | Engagement and Frequency
A Premium Asset | Sycamore Portfolio Update [April 2025]
Pound the Table | Sycamore Portfolio Update [March 2025]
SentinelOne Q4 FY2025 Earnings Recap | Competitive Wins and Growing Beyond Endpoints
Risk/Reward | Sycamore Portfolio Update [February 2025]
Uber Q4 2024 Earnings Recap: Business Strength and Why Uber is Necessary for AV’s
Inflection Points | Sycamore Portfolio Update [January 2025]
2024 Wins & Mistakes | Sycamore Portfolio Update [December 2024]