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Voss Capital

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Special Situations

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Summary

Sector Generalists
Content Type Analysis
Website Substack
Paywall No

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Content

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PAR’s Path to $80 Redux

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Paving the Road to Alpha: Long CRH

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Chip Wars: Summary of 'Chips Wars' by Chris Miller, the History of the Semi Conductor Industry and the Potential Geopolitical (and Investing) Implications

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Software Siphon: An Updated Look at Stock Comp in Software

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The Big Long? A Deep Dive on US Housing (Part 6)

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Extreme Visibility

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Q1 2022 Letter to Partners

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Garage Sale

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The Big Long? A Deep Dive on U.S. Housing (Part 1)

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The State of Software

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Inflation Investigation (Part 1)

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Everyday Survival

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Analytical Lessons

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Nothing New Under the Sun

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