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.
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