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Extreme Visibility
Update on a Top Long Idea: Extreme Networks (EXTR)
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2
New
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Community
Chip Wars
Summary of 'Chips Wars' by Chris Miller, the History of the Semi Conductor Industry and the Potential Geopolitical (and Investing) Implications
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2
Software Siphon
An Updated Look at Stock Comp in Software
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1
The Big Long? A Deep Dive on US Housing (Part 6)
What Drives Home Prices and Buy vs Rent
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2
Stock Comp in Software
Hidden Margin Deterioration?
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5
Q1 2022 Letter to Partners
New Long: Williams Sonoma (WSM)
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2
The Big Long? A Deep Dive on U.S. Housing (Part 5)
Part 5 – Affordability
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2
Garage Sale
A Hidden Play on Commercial Construction and Home Improvement With 150% Upside
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Voss Capital
Hedge fund writing about markets, history, psychology, stocks and anything else we’re interested in at the time

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