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Ironvine Capital Partners
Ironvine Capital Partners is an independently owned, research-driven public equity manager with offices in Omaha and Seattle
Ironvine Capital PartnersIronvine Capital Partners
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  • Home
  • About
    • Investment Philosophy
    • Research Process
    • Strategies
    • Investment Team
  • Communications
  • Contact
  • Gear

Selected Commentary

2022 Investor Day
  • Investor Day Transcript & Slides
Quarterly Letters
  • Q4 2022 Letter: The Time-Tested Benefits of Patience
  • Q3 2022 Letter: Positioned for Offense
  • Q2 2022 Letter: The Consumer Surplus Machine
  • Q1 2022 Letter: A (Partial) Broadband Harvest
  • Q4 2021 Letter: 2021 in Context
  • Q3 2021 Letter: Opportunity Amidst Disruption
Ironvine Concentrated Equity
  • Q2 2021 Letter: Picks and Shovels
  • Q1 2021 Letter: Aon – An Above Average Business at a Below Average Price
  • Q4 2017 Letter: Formalizing a Process
  • Q1 2016 Letter: Lessons Learned: Valeant Mea Culpa
  • Q2 2015 Letter: Charter Communications—Complexity Breeds Opportunity
  • Q4 2012 Letter: Microsoft–Value Trap or Opportunity?
  • Q2 2012 Letter: Our Founding Principles
Ironvine Core Equity
  • Q2 2021 Letter: Progress at Core Equity Co.
  • Q1 2021 Letter: The Power of Fruitful Reinvestment
  • Q4 2020 Letter: Reflecting on Five Years
  • Q3 2020 Letter: Physical Retail in an e-Commerce World
  • Q4 2019 Letter: Microsoft—A Six Year Journey
  • Q2 2019 Letter: Catalent—Checking All the Boxes
  • Q1 2019 Letter: Capitalizing on Opportunity
Case Studies
  • Heico: A Case Study in Capital Allocation
Additional Communications
  • March 2020 Interim Communication: Poise Under Pressure

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INVESTMENT PHILOSOPHY
RESEARCH PROCESS
IRONVINE STRATEGIES
INVESTMENT TEAM

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PRIVACY NOTICE

PROXY POLICY

FORM ADV

FORM CRS

Ironvine Capital Partners LLC is an SEC-registered investment adviser. The content on this website is for informational purposes only and does not constitute investment advice or an offer to sell, or a solicitation of an offer to buy, any security.

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