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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SumZero Top Stocks for 2018

Table of Contents Special Situations Kyushu Railway Co Ord Liberty Media Corp CI C Siriusxm Papa John’s Intl Inc Small Caps Andina Acquisition Corp Ii Com Techtarget Summerset Group Holdings Ltd Ord Mid/Large Caps Tripadvisor Inc Walt Disney Co/The Micron Technology Inc Yield Players Ddr Corp Com Boc Aviation Ltd Ord Eastman Kodak Company Shorts […]

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