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Stock impact report

Leaven Partners Q1 2024 Letter To Partners [Seeking Alpha]

Laird Superfood, Inc. (LSF) 
Company Research Source: Seeking Alpha
With a tough road ahead and no news of any suitors, the share price traded lower for the remainder of the year. Dear Partners, This letter follows closely behind our recent annual meeting held in March. I want to take another opportunity to thank you for your participation. I trust you found our time together as fruitful as I did! It is during times like those that I am acutely reminded of the significant role the partners play in the success and failure of a fund. It is a factor that is too often overlooked. I have said this many times before, but it is worth repeating that your support in allowing me to execute the strategy is, by far, the fund's greatest asset. A sound investment strategy, no matter how wonderful it looks on paper, cannot be realized unless it is executed faithfully. In my opinion, the downfall of a fund is based not on a poor strategy but due to poor execution. Of course, there are examples of strategies appearing sound but proving to be dismal, but I would Show less Read more
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