Voss Capital on X
The Voss Q4 2025 Letter to Partners is up. Updates on $PAR, $FLYW, $CLBT, and new core idea $CHH, an asset light hotel franchisor that has rarely ever been cheaper. https://t.co/DTOoXGIN0M https://t.co/gjWBSHET4j
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Voss Capital
Everything we have picked from this writer, newest first.
Voss Capital on X
Voss Capital Issues Open Letter to the Board of Xponential Fitness $XPOF https://t.co/eGXBtb2MHT
Voss Capital on X
Voss Capital Issues Open Letter to the Board of PAR Technology $PAR https://t.co/rxKYFAfK5C
Voss Capital on X
Voss Capital Issues Open Letter to the Board of Euronet Worldwide $EEFT https://t.co/ZpE7cH201Q
Voss Capital on X
Here is a link to our Q3 2025 letter to Partners. Theme: Escaping value purgatory. https://t.co/ZSdzeu3Plg $FIVN $XPOF $EEFT $PRKS $CLBT $FLYW @jonrice80 @taylor_hndrson @Scott_K_Rodgers @AggieCapitalist https://t.co/523nEw39yJ
Voss Capital on X
The industrial logic for the $UNF and $CTAS merger captured in one picture. Both have been going to the Chipotle (or same strip center) near our office in Houston on the same days at the same time (the store was closed at the time this pic was taken). https://t.co/zxTIFVgn1s
Voss Capital on X
Here is a link to our Q1 2024 letter. https://t.co/mVYPJrgCr1 $SWI $IMXI $ALTG $GENI $RTO $RCM $SLCA @jonrice80 @taylor_hndrson
Voss Capital on X
Here is a new investment memo on a high conviction long idea $RCM. https://t.co/wnYAf8xA7u https://t.co/xWc2emLYEr
Voss Capital on X
In Voss's Q3 2023 letter we give updates on $ECN and $CROX and highlight a new long idea, $CRH (base case PT $120, 118% upside). Link here: https://t.co/iCyikUpqno https://t.co/NtFZk6UERg
Voss Capital on X
Our Q2 letter is up on Voss Cap website now. We give a brief overview of our $IIIV investment thesis. https://t.co/NgmaY6IhKN
Voss Capital on X
Our Q2 letter can be found here: https://t.co/o5utXBMM7n Updates on $PLYA, $ASO, $ECN
Voss Capital on X
While I joined the $GFF Board late in the strategic review process, I was pleased w/ the extent of it. There were many parties involved, unfortunately the timing of a transaction didn't work out right now due to unique circumstances & valuations that didn't appropriately reflect
Voss Capital on X
the ongoing business strength. We still have many opportunities to unlock value & I will remain deeply engaged on the Board. We love the r/r of the stock here & believe the undervaluation will get rectified. In the meantime, $GFF will repurchase shares at very attractive levels.
Voss Capital on X
Voss's Q3 letter is out. We take a look at some macro fears that failed to materialize this year, comment on historically cheap small cap valuations, and provide brief updates on our top 4 longs ( $GFF $IMXI $EXTR $BXC) and one new core idea ( $CROX). https://t.co/qG5Mo94ORB
Voss Capital on X
Voss's Q1 Letter to Partners is out. We highlight a new core long: $WSM https://t.co/56IJVj56l3
Voss Capital on X
Much more important than the median is the spread b/ w the cheapest (at 7.4x) and most expensive (at 56x) quintiles on fwd P/E estimates. Valuation dispersion has barely budged w/ recent mkt moves & remains at a record wide gap on par w/ peak of the internet bubble. $SPY $IWM https://t.co/rmzJAcD3tR
Voss Capital on X
Leading Proxy Advisory Firm Glass Lewis Supports Voss's Case for Change at Griffon $GFF https://t.co/h2tNhufePW
Voss Capital on X
@TraderNewsFeed @AggieCapitalist We had a deep deep recession in 2020 and $ALTG grew right through it and held EBITDA flat...
Voss Capital on X
@TraderNewsFeed @AggieCapitalist That would certainly be a shock out of left field as they are telling you demand is accelerating across every vertical. CRE construction projects take time. ABI looks strong, particularly new inquiries, a good leading indicator. $ALTG organic rev only declined 3% in '20 Recession https://t.co/j7GD9MvAzC
Voss Capital on X
$GFF https://t.co/YA5tEZxOON
Voss Capital on X
$GFF https://t.co/FPo85cMUjW
Voss Capital on X
$GFF https://t.co/eQnjeegr3S
Voss Capital on X
Voss Capital Responds to Grossly Misleading Griffon Statements https://t.co/OMyO8qWM11 $GFF
Voss Capital on X
Voss Comments on Griffon's Confirmation of Involvement in Candidate Withdrawals https://t.co/kUcMoPf2QG $GFF
