McIntyre Partnerships 2Q19 Commentary: Long This Micro-Cap Real Estate Stock

McIntyre Partnerships commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Dear Partners, The following letter is in our standard format with an update to positions, returns, and a write up on a new investment, Trinity Place Holdings (TPHS). However, subsequent to quarter end, the fund has significantly increased our investment in Chemours (CC), a stock which I have spoken about frequently. At present, the stock is quite volatile, and our results will be volatile as well. Given the significance of our CC investment, I plan to update investors again on my reasoning…