A 90M Stock With Lots Of NOLs, tax credit carryforwards, Cash Etc Which Could Easly Double

Jacob Wolinsky

Published onMarch 29, 2018

Updated on May 25, 2025

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.

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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 now a GAAP profitable company with around $XX0 million of annual 3X% gross margin revenue, $X million in free cash...

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available.FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

A 90M Stock With Lots Of NOLs, tax credit carryforwards, Cash Etc Which Could Easly Double

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