Voss Capital
Voss CapitalHedge fund writing about markets, history, psychology, stocks and anything else we’re interested in at the time
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | vosscapital.substack.com |
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Latest Issues
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Flywire's Flywheel
> "We’re not competitor obsessed; we’re customer obsessed. We start with what the customer needs and we work backwards. And that’s the essence of the flywheel." – Jeff Bezos
PAR’s Path to $80 Redux
#### Elevator Pitch
Paving the Road to Alpha
While the market has been focused on GPU chips and AI scripts, our attention has been on cement blocks and crushed rocks. We've enthusiastically made CRH one of our largest positions ever at cost due to what we believe is very limited downs...
Chip Wars
### Introduction
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Looking for value-oriented special situations.
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