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Zorea Capital
Get to know us.
Zorea Capital Equity 3Q 2025 letter
We are pleased to share with you our 3Q25 investor letter.
Oct 315 min read
Zorea Capital Equity 2Q 2025 letter
We are pleased to share with you our 2Q25 investor letter.
Jul 814 min read
Company interests vs customer interests: a lesson from cable
Last quarter a long-standing debate was settled in the cable and telecom industry [1] . The event was a reminder of a fundamental...
Jun 309 min read
Zorea Capital Equity Portfolio 1Q 2025 letter
We are pleased to share with you our 1Q25 investor letter.
Apr 910 min read
The USA Inc Turnaround: Uncle Sam’s quest to climb out of a deep hole
A common sense explanation of why the government is looking to curtail spending and improve the trade balance.
Apr 711 min read
Zorea Capital Equity 4Q 2024 letter
We are pleased to share with you our investor letter for 2024.
Jan 712 min read
Nov 18, 20240 min read
Our 4Q24 letter coming up
As we complete our first year of operation, our first quarterly letter will be released for the 4th quarter of 2024.
Nov 18, 20241 min read
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