The Owner's Radar

Through The Owner's Radar, we share most of our reading list alerts of potential long-term investment ideas (from prior month-end prices) that we believe are worthy of further research. The Owner's Radar (TOR) is a publication of TenCore Partners LP. The information provided in this publication is for informational purposes only and should not be construed as investment advice, an endorsement, or a recommendation to buy or sell any security. While the firm may hold or intend to hold positions in some of the securities mentioned, the inclusion of these securities is based solely on market analysis and does not represent a recommendation to invest. Investors should consult with a qualified financial advisor before making any investment decisions. TenCore Partners LP is not responsible for the accuracy, completeness, or timeliness of the information provided. This publication does not constitute an offer to sell, or a solicitation of an offer to buy, any securities.