Over the years, we can see patterns in many fund letters as far as the stocks they hold, and it's interesting to track where these positions have been and where they're going. One stock several fund managers have been writing about this tech, and it's one they've been right about for at least the last five years.
2022
Adam Wyden of ADW Capital was one of those who were earliest to the party, presenting his thesis for the stock in his Q1 2022 letter to investors. At the time,