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Cellebrite’s (CLBT) Compounding Track Record Demands Enterprise Software Re-Rating

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Cellebrite’s (CLBT) Compounding Track Record Demands Enterprise Software Re-Rating

Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio…