Letters by company

Elastic N.V.

2 letters discussing ESTC. Everything written about it on this site is on its ticker page.

Greenhaven Road Capital Q1 2022 Greenhaven Road Capital added to PAR Technology and Teladoc Health while defending KKR, Elastic, and Digital Turbine as businesses whose fundamentals remain intact despite multiple compression. The fund also established a cannabis-stock basket, arguing that federal restrictions and fragmented state licensing create mispriced, cash-generative U.S. operators. first quarter -26.5% APPS $1.3BESTC $8.9BKKR $96BPAR $804M
Greenhaven Road Capital Q1 2021 Greenhaven Road added to PAR Technology after its Punchh acquisition, retained conviction in Elastic’s customer monetization and KKR’s permanent-capital model, and saw RCI Hospitality become a top holding. The fund sold Twitter after rapid appreciation and is building SPAC capabilities through warrants, a specialist-manager seed investment and a Special Opportunities Fund. first quarter +14.0% APPS $1.3BESTC $8.9BKKR $96BPAR $804M