RESEARCH AND BLOG

I updated my long thesis on Shelly Group SE and posted it on Value Investor Club. You can find the writeup here: https://valueinvestorsclub.com/idea/Shelly_Group_SE/3207231844 The fund has been long Shelly Group for over 2 years and we continue to believe in the management and growth story.

Allen Iverson famously said when dealing with the press questions about him missing practice, "Practice, we talking about Practice, not a...

At Deep Sail Capital, we have structured our strategy to take advantage of every identifiable edge that we believe we can reasonably...