Investment Research and Memos
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RCM Investment Memo
November 2023
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Voss Celebrates 10 Year Anniversary
February 2022
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Griffon Corp. Presentation
January 2022
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Voss Letter to Griffon Shareholders
January 2022
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Statement on Griffon Acquisition of Hunter Fan
December 2021
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Voss Letter to Griffon Board of Directors
November 2021
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Value Investor Insight Interview
September 2021
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Sierra Wireless Investment Memo
September 2021
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Cowen Best Ideas Presentation
April 2021
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Extreme Networks Deck
January 2021
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Value Investor Insight Interview
November 2020
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Rimini Street Investment Memo
January 2020
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Rosetta Stone Investment Memo
October 2019
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PAR Technology Investment Memo
August 2019
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Rosetta Stone Investment Memo
December 2018
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PAR Technology Memo
August 2018
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Kimco Realty Investment Memo
July 2018
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PAR Technology Investment Memo
September 2017
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PAR Manual of Ideas, Value Conferences Best Ideas 2017
August 2017
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The Case for Buying Mall REITs
May 2017
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Premier Inc. Investment Memo
April 2017
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PAR Technology Investment Memo
March 2017
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SS&C Technologies Investment Memo
December 2016
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SS&C Technologies Investment Memo
August 2016
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Fiesta Restaurant Group Overview
July 2016
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Subprime Auto Loan Market Analysis
April 2016
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Letter to Blucora Board of Directors
August 2015
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Royal Caribbean Short Memo
March 2015
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Tuesday Morning Short Memo
November 2014
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GW Pharmaceuticals NV Short Memo
October 2014
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AVG Technologies Memo
June 2014
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Merge Healthcare Memo
March 2014
