Core Insights - Greenhaven Road Capital reported a third-quarter 2025 return of approximately -9%, resulting in year-to-date returns also at approximately -9% [1] - The fund's performance was negatively impacted by a lack of direct investment in AI, no overlap with major indices like the S&P 500 and Russell 2000, and insufficient holdings in small, high-growth, unprofitable companies that have benefited from the AI landscape [1] Company Focus: Lifecore Biomedical, Inc. (NASDAQ:LFCR) - Lifecore Biomedical, Inc. is highlighted as a key stock, with a one-month return of 3.63% and a 52-week gain of 4.74% [2] - As of November 7, 2025, Lifecore Biomedical's stock closed at $6.85 per share, with a market capitalization of $256.645 million [2] - The investor letter expressed confidence in Lifecore Biomedical's intrinsic value, suggesting that the market has yet to recognize its true worth [3]
Here’s the Analysis of LifeCore’s (LFCR) Growth Potential