YWR: Q3 25 Performance Review

It’s time. Accountability day.

All the analysis, data, models, and insights.

Did it make money?

Turns out we’ve had a good 9 months. We give thanks.

Our two big themes, Dirty Dividends and the Cash Dragons are working with Dirty Div’s +56% and the Cash Dragons +60% year to date.

Remember Dirty Div’s started out with us buying all the ‘untouchable’ European…