Lone Elm Capital

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Lone Elm Capital looks for undervalued securities, and generally am long-only. The situations usually take a while to develop, and winners may take 1-3 years to play out. Losers become apparent much more quickly. In a good year, I might find a couple good situations (and several bad ones). I tend to buy mid-to-high single digit positions, scaling in as I gain conviction.

Returns

Returns are calculated from when the stock pitches are posted and are equally weighted across all of the bullish stock pitches.