Lembas Weekly:
We invest in high-quality companies that have business model advantages and are temporarily stranded by capital flows.

Every week, we share the most interesting things that we and other hedge fund managers are reading. If you’d like to learn more about Lembas, the best way to do so is to sign up for Lembas Weekly. I hope these readings spark new approaches to the products you build and organizations you invest in.

— Luke

Disclaimer: By signing up for this correspondence provided by Lembas Capital LLC (“Lembas”), a Value Investing Fund Management Company, you certify that you are an accredited investor or that you are signing up for informational purposes only and not evaluating any investment product. Lembas does not solicit, offer, or sell securities via the Internet. We respect your privacy and, pursuant to GDPR, will not share your personal information.

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