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The Big Long? A Deep Dive on US Housing (Part 6)
What Drives Home Prices and Buy vs Rent
Voss Capital
Sep 22, 2022
22
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The Big Long? A Deep Dive on US Housing (Part 6)
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August 2022
Extreme Visibility
Update on a Top Long Idea: Extreme Networks (EXTR)
Voss Capital
Aug 4, 2022
7
2
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Extreme Visibility
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July 2022
Stock Comp in Software
Hidden Margin Deterioration?
Voss Capital
Jul 20, 2022
27
4
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Stock Comp in Software
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May 2022
Q1 2022 Letter to Partners
New Long: Williams Sonoma (WSM)
Voss Capital
May 25, 2022
23
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Q1 2022 Letter to Partners
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The Big Long? A Deep Dive on U.S. Housing (Part 5)
Part 5 – Affordability
Voss Capital
May 20, 2022
19
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The Big Long? A Deep Dive on U.S. Housing (Part 5)
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Garage Sale
A Hidden Play on Commercial Construction and Home Improvement With 150% Upside
Voss Capital
May 5, 2022
11
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Garage Sale
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The Big Long? A Deep Dive on U.S. Housing (Part 4)
Part 4 – What Slow Down? Recent Commentary from Builders and Building Product Companies
Voss Capital
May 3, 2022
13
2
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The Big Long? A Deep Dive on U.S. Housing (Part 4)
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April 2022
The Big Long? A Deep Dive on U.S. Housing (Part 3)
Part 3 – Homeowner Balance Sheets and Historical Declines in Home Values
Voss Capital
Apr 20, 2022
16
6
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The Big Long? A Deep Dive on U.S. Housing (Part 3)
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The Big Long? A Deep Dive on U.S. Housing (Part 2)
Part 2 - What’s Driving Demand?
Voss Capital
Apr 13, 2022
20
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The Big Long? A Deep Dive on U.S. Housing (Part 2)
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March 2022
The Big Long? A Deep Dive on U.S. Housing (Part 1)
Part 1 - Where Is The Inventory?
Voss Capital
Mar 23, 2022
39
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The Big Long? A Deep Dive on U.S. Housing (Part 1)
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The State of Software
Is Profitability the New Growth?
Voss Capital
Mar 16, 2022
14
2
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The State of Software
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June 2021
Inflation Series (Part 3)
Will the 2020s US end up like 1920s Germany?
Voss Capital
Jun 10, 2021
4
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Inflation Series (Part 3)
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