Maran Capital published its 4Q 2017 investor letter. The fund is focused on micro caps. In this letter, PM Dan Roller explains the napkin math for Scheid Vinehards (SVIN on the pink sheets) and teh cases for CLAR and ATTO.
Full letter here: Maran Capital Management 4Q 2017 Letter
The pitch for CLAR: Maran Capital CLAR pitch at MOI conference