Half Moon Capital is moving into 2024 with a focus on its top eight to 12 long ideas, emphasizing the more liquid positions where it has differentiated views on the business fundamentals. In his fourth-quarter letter to investors, which was obtained by Hedge Fund Alpha, Eric DeLamarter said these companies are often going through some transformation or inflection that hasn't yet been reflected in the stock price.
Half Moon’s biggest longs and shorts
He added that they've already begun to make progress in 2024 by adding a consumer services business and a software business, both ideas they feel are within...
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