Why Windmill Capital Does Not Release Company-Specific Reports
The Tailwind by Windmill Capital Archives - Page 3 of 7 - smallcase
Why Windmill Capital Does Not Release Company-Specific Reports
Why don't we share company specific reports? Our aim is to shift the conversation from “Which stock?” to “Which strategy?” Read more about our approach here.
Windmill Capital Investor Letter – October 2025 Edition
Windmill Capital covers 5 stories from October: market resurgence, record IPOs, global challenges, corporate resilience and the wild swings in gold & silver and more.
What Does AI in Investing Really Mean?
Everyone’s hyping AI in investing, but what’s real and what’s smoke? Windmill Capital breaks it down in this article.
How Asset Allocation smallcases Delivered Stability Amid Market Volatility
How did asset allocation smallcases perform in a year when markets barely moved?
Windmill Capital Investor Letter – April 2025 Edition
Markets, gold, and quant shifts—catch key global trade moves & our latest portfolio updates in April's letter.
Decoding the Disconnect: Why Low-Growth Stocks Are Trading at High Multiples
Our latest data shows a surprising twist — many low-growth companies in Q4 are trading at higher valuations than their faster-growing peers, catching the market’s attention.