Important Subscriber Notice

Dear Subscribers, As you may have noticed, over the past few weeks we’ve had some issues with the signup process and user emails. This issue was caused by a problem with our hosts, but we’re pleased to announce that this issue is now resolved. As a token of our appreciation for our readers, following this problem, we’re delaying the price increase that was planned at the end of this month. Continue Reading →

Stanphl Quick Update On Two Microcap Positions

Excerpt from the Stanphyl Capital letter to investors for the month of October 2017 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. [timeless] And now for the long positions… We continue to own medical equipment maker You need to login Continue Reading →

Boyles Fund — Q3 2017 Letter to Partners

Unfortunately, we can’t publish the whole Boyles Fund Q3 letter due to compliance reasons but here’s an extract and commentary on some positions: Dear Partners, Our slightly negative performance during the quarter was driven largely by a meaningful decline in our largest holding. Our cash balance has also begun to move back up, as we exited a smaller position and received some dividends during the quarter. We discuss this and other Continue Reading →