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[@knacapital](/creator/twitter/knacapital)
"The KNA Capital July letter is now available. Among the companies discussed are $ODFL $MORN $SPOT and $MEDP. Please see important disclaimers"  
[X Link](https://x.com/knacapital/status/1952750450970656821) [@knacapital](/creator/x/knacapital) 2025-08-05T15:16Z XXX followers, 2587 engagements


"The KNA Capital August letter is now available. Among the companies discussed are $JKHY $GOOGL and $YETI. Please see important disclaimers"  
[X Link](https://x.com/knacapital/status/1965409087895818247) [@knacapital](/creator/x/knacapital) 2025-09-09T13:36Z XXX followers, 2412 engagements


"In our September letter CIO @toddwenning explains why we are comfortable with short-term underperformance and details our newest investment: Wise plc $WIZEY $WISE"  
[X Link](https://x.com/knacapital/status/1975633851788705858) [@knacapital](/creator/x/knacapital) 2025-10-07T18:46Z XXX followers, 2966 engagements