Letters by company

SharpSpring Inc

2 letters discussing SHSP. Everything written about it on this site is on its ticker page.

Greenhaven Road Capital Q1 2020 Greenhaven Road Capital retained SharpSpring, Digital Turbine and PAR Technology despite pandemic-driven pressure, arguing that their balance sheets, management teams and competitive positions could strengthen through the disruption. The portfolio added smaller positions in Uber, Roku, Pinterest and Carvana while emphasizing liquidity, durable business models and selective opportunities created by market panic. Q1 APPS $1.3BCSSE delistedKKR $96BKLR delisted
Greenhaven Road Capital Q1 2019 Greenhaven Road Capital built positions in PAR Technology and Digital Turbine, arguing that overlooked software and app-installation businesses can monetize recurring revenue more effectively under improved management and distribution. The fund added to SharpSpring, replaced Fiat Chrysler shares with long-dated options, and backed Chicken Soup for the Soul Entertainment’s Crackle venture. Q1 2019 APPS $1.3BPAR $804MBOX $4.6BCSSE delisted