GP of a micro & small-cap focused hedge fund. https://xitter.cf/t.co/zIIH3UnN47
South Shore, MA
Joined September 2025
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We are pleased to share our 3Q 2026 letter. While the quarter didn’t end the way we wanted, we believe volatility is a feature of our strategy, not a bug, and allows us to buy great companies with solid LT prospects when they’re deeply out of favor.
tinyurl.com/22srmz2j
Buried in an 8-K last night: $OM secured a $40M contract with $HCA to refresh existing Tablo systems between 2026 and 2028. Shares barely reacted at the open and didn't move materially until ~10 AM. Information arbitrage is still alive and well in micro-cap. @majgeoinvesting
Not sure which is better - the elegance of $RH stores, or the elegance of Gary Friedman's prepared remarks.
Nothing like talking stocks for 3 straight days at Berkshire. Had a great time with @stockspinoffss, @OSA_Rochester, @mac003_c, @NicodemusCap, @TMoodyInvest, and @AsifSuria, amongst others.
Minot Light Capital Partners retweeted
Excited to share that the Special Situations Digest has moved to a new home.
If you want a free month of paid access (Pro), just do the following: retweet this, drop a comment below, and send me a DM with your email, and I will give you complimentary access.
Minot Light Capital Partners 3Q 2025 Letter
tinyurl.com/yc3jebat