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Equibles
Greenhaven Road Capital

Investor letter, January 2025

Q4
Read the original letter

Grounded extraction

Companies discussed

Only independently approved mentions
Bullish

The author expects Cellebrite to use AI tools to dramatically increase the efficiency of its users and their investigations and capture some of that value.

“Similarly, Cellebrite (CLBT) will use AI tools to dramatically increase the efficiency of its users and their investigations, and should be able to capture some of that value.”
Bullish

The author believes specialty insurer Hagerty will integrate AI-based tools over time to significantly reduce the cost of servicing claims, which should benefit the portfolio.

“For example, I believe that specialty insurer Hagerty (HGTY) will integrate AI-based tools over time to significantly reduce the cost of servicing claims.”