Fund Letter Stock Ideas Archives

Genius Sports Stock: Highly Margin Accretive With A Long Runway (NYSE:GENI)Genius Sports Stock: Highly Margin Accretive With A Long Runway (NYSE:GENI)

June 12, 2024 Fund Letter Stock Ideas 0 Comments 4:20 am

Disclosures and Notices: Beginning January 1, 2020, all investment activity is conducted by the Voss Value Master Fund, LP (the[...]

SolarWinds: The Cheapest Software Stock Over $1B In Market Cap (NYSE:SWI)SolarWinds: The Cheapest Software Stock Over $1B In Market Cap (NYSE:SWI)

June 12, 2024 Fund Letter Stock Ideas 0 Comments 3:59 am

Disclosures and Notices: Beginning January 1, 2020, all investment activity is conducted by the Voss Value Master Fund, LP (the[...]

Quercus Fund – Tianjin Development Holdings: How Is The Portfolio Growing (OTCMKTS:TJSCF)Quercus Fund – Tianjin Development Holdings: How Is The Portfolio Growing (OTCMKTS:TJSCF)

June 12, 2024 Fund Letter Stock Ideas 0 Comments 2:55 am

dk1234/E+ via Getty Images The following segment was excerpted from this fund letter. Tianjin Development Holdings (OTCPK:TJSCF) As you may[...]

Xponential Fitness Stock: Worth Significantly More Than The Current Price (NYSE:XPOF)Xponential Fitness Stock: Worth Significantly More Than The Current Price (NYSE:XPOF)

June 12, 2024 Fund Letter Stock Ideas 0 Comments 2:30 am

Richard Drury/DigitalVision via Getty Images The following segment was excerpted from this fund letter originally posted on 4/16/24. Xponential Fitness[...]

Maravai Stock: Two Elite Assets With Other-Worldly Margins Wrapped In One (NASDAQ:MRVI)Maravai Stock: Two Elite Assets With Other-Worldly Margins Wrapped In One (NASDAQ:MRVI)

June 12, 2024 Fund Letter Stock Ideas 0 Comments 1:30 am

BlackJack3D The following segment was excerpted from this fund letter. Maravai LifeSciences Holdings, Inc. (NASDAQ:MRVI) We first purchased shares of[...]

Category: Fund Letter Stock Ideas