Letters by company

Affirm Holdings, Inc.

1 letter discussing AFRM. Everything written about it on this site is on its ticker page.

Bireme Capital 2Q22 FV Quarterly Report Bireme Capital argues that persistent inflation, tighter policy and falling corporate profitability leave risk assets exposed to further declines. The portfolio retained HCA Healthcare as a core long, covered shorts in Affirm and Skillz, and remained short fuboTV, GameStop and MicroStrategy. 2Q22 -1.4% AFRM $26BFUBO $1.1BGME $8.1BHCA $88B