by Rupert Hargreaves | Jan 17, 2018 | Premium members
During 2017, GrizzlyRock Institutional Value Partners, LP and GrizzlyRock Value Partners, LP (together “GrizzlyRock” or the “Fund”) returned 4.3% net of fees and expenses. Since inception, the Fund has returned 80.6% net of fees and expenses for a 10.4% average annual...
by Rupert Hargreaves | Jan 16, 2018 | Premium members
Two new stock picks from Logos LP for the new year: 2018 Top Stock Pick 1: Del Taco Restaurants (TACO) -- This is a new position for Logos. Peter Mantas: The company has surprisingly consistent operating margins in the high single digits — which is almost double that...
by Rupert Hargreaves | Jan 11, 2018 | Premium members
“The problem is to distinguish between being contrary to a misguided consensus and merely being stubborn.” - Robert Arnott and Robert Lovell Jr. The following table represents Logos LP’s 2017 total unlevered net return compared a basket of relevant indexes. The...
by Rupert Hargreaves | Jan 5, 2018 | Premium members
A new 4Q holding, and according to Dane’s investor presentation Andina Acquisition Corp II (ANDA), soon to be renamed LazyDays (LAZY) upon successful completion of the SPAC merger is one Dane’s top picks for 2018 and “a potential multi-bagger” according to the firm's...
by Rupert Hargreaves | Jan 2, 2018 | Premium members
Here is Dane Capital's third-quarter letter to investors. This letter (published on 31 December) details Dane's Q3 performance and since the end of September, returns have only improved. According to sources, Dane finished the year up over 40% net of fees and...
