Excerpt from the Stanphyl Capital letter to investors for the month of March 2018 (up 11% in the month) discussing their long positions in two micro-cap plays. Stanphyl was profiled in the second edition of HVS and has had some of the best picks among all the funds we have profiled with 200%+ returns on some pitches.
Teaser fror non subs followed by content for full members
I added in March to our position in REDACTED, a designer of XXXXXX, which in February reported a Q4 2017 roughly in-line with previous guidance. Following extensive restructuring, Aviat is...
