Microcap Opportunities

Microcap Opportunities

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Microcap Opportunities
Microcap Opportunities
Portfolio Change

Portfolio Change

Sergio Heiber's avatar
Sergio Heiber
Apr 16, 2025
∙ Paid
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Microcap Opportunities
Microcap Opportunities
Portfolio Change
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We are closing our position on PPSI based on yesterday's earnings report, which included top and bottom misses and weird accounting. We can’t trust management’s guidance and do not like a shift to pursuing government contracts instead of commercial ones.

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