Sam Thoresen

How Old Logan is using AI: We built systems that cut down the grind of analyzing filings and due diligence. The edge lives between being ruthlessly systematic and keeping real nuance. Too much of either & you miss something. Our research tab has created an expedited process.

1/ Notes on our process for a recent addition: RRX. The idea came up during research one of our partners was already doing. The rest of us scored it blind before we discussed it.

Asset tokenization isn't a crypto gimmick. It's a structural overhaul of how markets settle, trade, and who gets access. OLC partner @SamThoresen broke it down. Worth understanding before it's everywhere. oldlogancapital.com/trail/to… Follow @OldLoganCapital for more.

"Systemize your decision making." | Ray Dalio Every thesis submitted independently before anyone sees another's work. No groupthink. Then we open the room. The conversation that follows is sharper because of it. Systematic thinking doesn't remove judgment. It protects it.

Value #1: Radical Transparency We open the curtain. At Old Logan Capital, our research, process, and performance are an open book. The wins and the losses. All of it. Radical transparency is a commitment to earning trust the hard way, by showing our work.

We transitioned from college and professional baseball into the public markets with one core belief: Elite performance principles transfer. Data over emotion. Process over impulse. Risk management over ego. Markets reward disciplined execution the same way sports do.

OLC finished Q1 2026 up +16.77% while SPY, QQQ, and IWM all finished in the red. Strong start to the year.

Our 2025 Annual Letter We reflect on our first year and share our thesis heading into 2026. Read the full letter here: oldlogancapital.com/investor…

Planet Labs $PL with a 50% move this week after announcing Q3 earnings on 12/10/25. Highlights: Record quarterly revenue of $81.3M, up 33% YoY FY 2026 guidance raised to $297-301M. Cash and equivalents grew 220% YoY ⬇️ Continued

🚀 $TTWO: Take-Two Interactive is breaking out, and we’re bullish 📈 Using Volume Price Analysis, Stan Weinstein Stage Analysis, and CANSLIM fundamentals, this stock meets key criteria. See the weekly chart for a textbook breakout 🧵 [1/4]

$GENI Q1 earnings are in—and we’re staying bullish. Genius Sports continues to show strong financial growth, operational momentum, and shareholder-friendly decisions. Here’s what stood out:

Our thesis on $GENI remains intact. Despite an EPS and revenue miss, guidance was raised well above expectations, signaling confidence in sustained growth. $GENI is up ~12% post-earnings, reinforcing our long-term outlook into 2025-26.