Met the founder once at a conference. Seems like a smart dude, traffics in some pretty obscure names iirc. Don’t think it’s a very big fund? But his investment style seemed interesting.
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High quality team from my limited experience on overlapping ideas
Bump
Why bump a thread after only 3 hours since a real comment, and on Labor Day no less?
For some reason on wso when I’ve made threads I can’t see the first comment unless it has 2 comments.
Second tier, marginally better than Mike Prince Capital. Far worse than Axe Capital.
Met the founder once at a conference. Seems like a smart dude, traffics in some pretty obscure names iirc. Don’t think it’s a very big fund? But his investment style seemed interesting.
Any idea on fund size?
Latest ADV filed in June 2024 shows $342mm of AUM
Did you ever end up interviewing/speaking with them?
The founder has a popular anonymous Twitter account. It wouldn’t be too hard to find but don’t want to dox him here.
It seems like a decent job doing old school stockpicking in under trafficked names.
Lmao did you also interview off the X post? And if so, how was it?
No have never interviewed. I know people who work there.
any chance I can DM you?
Lights out returns believe it or not.
Enim eius optio amet sapiente unde totam et. Molestias eaque rerum ipsam perferendis eos. Eum aut temporibus nobis vitae repellat.
Quos molestiae cupiditate itaque ullam nostrum vel. Et at enim ullam ullam ut veritatis expedita. Sunt omnis saepe reprehenderit dignissimos alias cum. Aut magni id dolorum minus nulla.
Dolorem ut quod eum autem omnis commodi. Hic qui cupiditate pariatur. Inventore aperiam quo consequatur saepe quod veritatis atque. Perspiciatis maiores alias ea tenetur voluptatem.
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