Arex Capital: Long Thesis For Jackpotjoy

Article by Arex Capital Management, Capitalize For Kids Our highly concentrated investment approach is driven by a research-intensive, disciplined and selective process that allows us to construct an idiosyncratic portfolio, with a goal of generating high absolute returns for our investors. [timeless] AREX Capital is a New York based hedge fund that launched in October 2017.  We are a bottom-up, value-oriented, equities-focused investment manager.  We engage in rigorous fundamental research and seek to identify securities that trade at prices substantially different than their intrinsic value.  Our long portfolio consists of securities that we believe offer return potential of at least…