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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Best Ideas Conf 2017 (Greenhaven Road Capital) – Envirostar, Limbach, and Watsco Case Study

Best Ideas Conference 2017 – Greenhaven Road Capital, January 10-11, 2017 Watsco Case Study (not a pitch): Distributes air conditioning, heating, and refrigeration equipment, and related parts and supplies in the US, Canada, Mexico, and Puerto Rico (boring enough?) Ingredients of the success: Buy and build strategy: rollup with an emphasis on buying and growing […]

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