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

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Jacob Wolinsky
Published on
Updated on
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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 in a subsequent letter and presentation.

McIntyre Partnerships Monthly Net Returns (1)

McIntyre Partnerships 2Q19

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.