Mina Vista Capital Management

This week's newsletter is now available at https://lnkd.in/dpCX85Qa! This week, we discuss a potential AI trade, the PCE print, and the Fed's stress test release.

This week's newsletter is now available at https://lnkd.in/dpCX85Qa! We have changed up our newsletter a bit, removing and reconfiguring a few sections to make it more seamless. This week, we cover a credit trade idea, our quant team's work-in-progress, and some vital economic data coming out this week.

This week's newsletter is now available at https://lnkd.in/dpCX85Qa! We delve into important upcoming macroeconomic data, companies on our radar, and portfolio management tools.

This week's newsletter is now available at https://lnkd.in/dpCX85Qa! We delve into important upcoming macroeconomic data, companies on our radar, and portfolio management tools.

We're excited to provide some updates about the fund's Q2 performance. On May 31st, we ended the quarter up 15.5% YTD, outperforming the S&P 500 by around 4%. We were propelled forward by our positions in CDLX, ANF, and MOD along with a few macro trades, namely our long position in long-duration treasuries. We are constantly looking to deepen our investment process, improve our risk management, and ensure our culture is conducive to growth.

This week's newsletter is now available at https://lnkd.in/dpCX85Qa! We delve into treasury yields, SMCI's addition to the S&P 500, and options hedging strategies. For $5 a week, you can access all past newsletters as well as equity research reports on our portfolio companies.

Hi all, We're excited to announce that we are releasing our newsletter! Check out this link - https://lnkd.in/dpCX85Qa - to subscribe weekly for less than the cost of a latte. Topics we cover: - Coverage of our firm's portfolio - Macroeconomic themes - Outlook on the months ahead - Weekly recap of the market - Options flows - Trade ideas - Under-the-radar stocks We've also attached sample segments from our newsletter below!

Hi all, We're excited to announce that we are releasing our newsletter! Check out this link - https://lnkd.in/dpCX85Qa - to subscribe weekly for less than the cost of a latte. Topics we cover: - Coverage of our firm's portfolio - Macroeconomic themes - Outlook on the months ahead - Weekly recap of the market - Options flows - Trade ideas - Under-the-radar stocks We've also attached sample segments from our newsletter below!

We're excited to announce that we will be releasing our weekly newsletter on February 26th! Watch this space for more!

We're excited to announce that we will be releasing our weekly newsletter on February 26th! Watch this space for more!