From Yahoo Finance: 2025-05-22 10:37:00

Greenhaven Road Capital released its first-quarter 2025 investor letter, reporting a -12% return. The letter focused on tariff policies over company fundamentals. Cellebrite DI Ltd. (NASDAQ:CLBT) was highlighted, with a one-month return of -14.37% and closing at $16.89/share on May 21, 2025, with a market cap of $4.009 billion.

In the Q1 2025 investor letter, Greenhaven Road Capital discussed Cellebrite’s unique software critical to law enforcement, noting minimal tariff impact. Cellebrite reported revenue of $107.5 million in Q1 2025, a 20% YoY increase. Despite potential, Greenhaven Road Capital believes AI stocks offer higher returns in a shorter timeframe.

Cellebrite DI Ltd. (NASDAQ:CLBT) wasn’t among the 30 most popular stocks among hedge funds in Q4 2024, although 34 held it. The company’s revenue increased by 20% YoY in Q1 2025. Greenhaven Road Capital has a positive view of Cellebrite, emphasizing AI stocks for better returns.

Read more: Here are Greenhaven Road Capital’s Views on Cellebrite (CLBT)