Please see the link below for our January 2025 Chart Pack, which includes some of the most interesting things we saw, read, listened to, and analyzed during the month: https://lnkd.in/gbVGSuxg
关于我们
LASP Capital invests in publicly-traded equities using a long-only strategy, with a focus on global growth companies. LASP looks to invest in companies that have a consistent trajectory of 20-30+% growth, targeting large addressable markets using a recurring or highly re-occurring revenue model. Other financial characteristics that are important to LASP include: high Gross Margins, strong returns on Sales & Marketing spend, negative Net Working Capital, low Capital Expenditure requirements, and clear evidence of operating leverage over time (even if profitability / cash flow is still negative currently). LASP utilizes a propriety valuation methodology to manage the inherent risk of multiple compression that comes with investing in high-quality growth companies.
- 网站
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https://www.laspcapital.com
LASP Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 类型
- 合营企业
- 创立
- 2020
LASP Capital员工
动态
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Please see the link below for our December 2024 Chart Pack, which includes some of the most interesting things we saw, read, listened to, and analyzed during the month: https://lnkd.in/gbVGSuxg
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Please see the link below for our November 2024 Chart Pack, which includes some of the most interesting things we saw, read, listened to, and analyzed during the month: https://lnkd.in/gbVGSuxg
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Please see the link below for our October 2024 Chart Pack, which includes some of the most interesting things we saw, read, listened to, and analyzed during the month: https://lnkd.in/gbVGSuxg
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Please see the link below for our September 2024 Chart Pack, which includes some of the most interesting things we saw, read, listened to, and analyzed during the month: https://lnkd.in/gbVGSuxg
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Please see the link below for our August 2024 Chart Pack, which includes some of the most interesting things we saw, read, listened to, and analyzed during the month: https://lnkd.in/gbVGSuxg
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We’re giving our Chart Pack format a break this month to recognize the 4-year anniversary of the start of LASP Capital, which happened in the middle of July. This month's letter summarizes the good and the bad of our strategy since inception in July 2020. https://lnkd.in/gbVGSuxg
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Please see the link below for our June 2024 Chart Pack, which includes some of the most interesting things we saw, read, listened to, and analyzed during the month: https://lnkd.in/gbVGSuxg
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We used the "chart pack" format again for May's monthly communication for LASP Capital. This is a set of slides that share charts, commentaries, analyses, etc. that we came across or put together ourselves during the month. https://lnkd.in/gbVGSuxg
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We decided to experiment with a new format for our monthly communication this month.?Instead of a letter, we put together a set of slides to share charts, commentaries, analyses, etc. that we came across or put together ourselves during April.?There’s no “narrative” for the slides overall, though they do progress from “macro” (economic topics) to “micro” (individual companies). https://lnkd.in/gbVGSuxg