Fund Update Roundup: Last Updated 15, July, 2019
Below is a roundup of investor letters and updates from funds previously featured in Hidden Value Stocks. We will be updating this list as more letters come in so please stay tuned. The page was last updated on 15, July 2019. Arquitos Capital:...
Rare Quality Micro-Cap: LSI Industries, Inc. (LYTS) Long Thesis
Rubicon Capital Group's memo to investors for the month of June 2019, discussing if LSI Industries, Inc. (NASDAQ:LYTS) executes their turnaround plan successfully, the stock could see 75%+ upside. LSI Industries Inc. Price: $3.51 Mkt Cap: $91 MM Ent Val: $121 MM EV /...
