Wahdy Capital

Wahdy Capital

About the Substack

Wahdy Capital is an investment manager based in San Francisco that specializes in long/short equity and technology investing.

Sign up to our investor distribution list for market insights, monthly letters, and company updates.

Free Subscription Benefits

• Read our investor letters, macro outlooks, and sector views

Paid Subcription Benefits

• Sponsor our mission to be technology specialists
• Read our portfolio commentary and earnings previews
• Chat with us about our ideas, companies, and industry updates

About Muhammad Wahdy

Portfolio manager, views are my own, retweets are not endorsements, etc.