Excerpt from the Stanphyl Capital letter to investors for the month of May 2018 discussing their long position in one micro-cap play. 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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We continue to own XXXXXXCXX (ticker: XXXX), a designer and manufacturer of point-to-point microwave systems for telecom companies, which in June announced a restructuring program that the company says will...