Greenhaven Road Capital 1Q18: FCAU, ETSY, TRIP, EVI, Ashford Inc

Returned ~8% net of fees during 1Q18 Top 5 Positions Fiat Chrysler (FCAU): company should continue to benefit from margin expansion related to their shift to SUVs and de-emphasis of fleet sales; company will also spin off its parts business, benefit from lower taxes, and reduced interest expense as it becomes a net holder of […]

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