New Long Micro-Cap Deep Value PositionsJacob Wolinsky
Excerpt from the Stanphyl Capital letter to investors for the month of December 2018 discussing their long position in three new stocks. Stanphyl was profiled in the second edition of HVS and has had some of the best picks among all the funds (including Stanphyl with several 100%+ returns) we have profiled with 200%+ returns on some pitches.
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