Annual Letter for Edgebrook Partners, LP:
Our current focus is "small, weird orphans" (in software).
We own significant stakes in 9 (6 B2B SaaS, 3 marketplaces).
INTERVIEW: "From Microsoft to microcaps" (MARCH 2020)
Fun interview! Stories include: Andy's time as Bill Gates' equity trader (1998-99), Andy covering Apple at ~$0.25 (2001), Andy's three main filters for evaluating microcaps and small PE deals (today).
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