SPOTLIGHT:

DOCKLYNE

Docklyne is a small but ambitious player trying to disrupt a traditional, highly-fragmented leisure niche by applying marketplace + SaaS tech. If they can scale operator adoption, maintain their positive take rate, and manage operational risk, they could emerge as the “Hotels.com or OpenTable of boating rentals” in the U.S. (or even globally).

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Market Intelligence for the Principled Investor in the Trump Era
by The Publishers of The Letter | 2025-04-01
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A Threat to Their Bureaucracy, Not Our Democracy
by Christopher Gergen, CEO & Founder, Dark Horse Political | 2025-03-27
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by Ken Hubbard | 2026-06-19
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by Ken Hubbard | 2026-06-12

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The Anatomy of a Great Investment: Cutting Through the Noise
In the private equity, venture capital, and alternative credit markets, "good" investments are everywhere
by The Letter Staff
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