Greenhaven Road Capital 3Q18: Box, Inc., FCAU, ETSY, SHSP, TRIP, YELP, EVI

Had positive net returns of 3% for the quarter, bringing YTD returns in excess of 12% Box, Inc (BOX) Online file storage is a “bad” business as there is little value add and it is effectively a commodity Founders of Box began to focus on the enterprise customers and particularly companies in regulated industries Large […]

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