Eric DeLamarter of Half Moon Capital updated his investment thesis on Tile Shop Holdings (US: TTSH) at Wide-Moat Investing Summit 2021.
Eric had presented his initial investment thesis on Tile Shop in January 2021.
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About the instructor:
Eric DeLamarter is the PM of Half Moon Capital— a research intensive, deep value-oriented, long/ short partnership which invests across various sectors and markets with a focus on small-mid cap companies and special situations. Prior to founding Half Moon, Eric was at Stelliam Investment Management, a value-oriented hedge fund in New York, an associate at Lineage Capital, LLC, a middle-market private equity fund and an investment banking analyst at RBC Capital Markets. Eric holds an MBA from The Heilbrunn Center for Graham & Dodd Investing at Columbia Business School, with a concentration in applied value investing and a BA from the University of Michigan.