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Sunrise Capital

Researches high-quality companies at reasonable prices through business analysis, valuation work, and earnings updates.

https://sunrisecapital168.substack.com/

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Latest post21 Sept 2026
Meta Platforms, Inc.Sunrise Musings - #1-21 Sept 2026
Meta Platforms, Inc.Meta: Compute Is the Heart of the Business-2 Aug 2026
Meta Platforms, Inc.Meta: Overbuilt Compute or AI Optionality?-7 Jul 2026
CoStar Group, Inc.CoStar: Hated, Expensive-Looking, But Possibly Mispriced-30 Jun 2026
Airbnb, Inc.Airbnb expanding into Services, Experiences and Hotels: A Reverse Meituan?-30 May 2026
PDD Holdings Inc.Pinduoduo Q1 ‘26: A shift towards Quality-28 May 2026