Upslope Capital Q4 2018 Investor Letter

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Includes: BLD, DLTR, EVR, JSTLF, KWR, YETI
by: Upslope Capital Management
Summary

Review of market conditions and changes to Upslope's long/short global midcap portfolio.

Includes analysis of Upslope's newest long (EVR, BLD, DLTR, JE.LN) and short (KWR, YETI) positions.

Exited CWH, SONO, and SFER.IM.

Disclosure: I am/we are long BLD, EVR, DLTR, JE.LN. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: As of the date of the letter, Upslope clients have positions in all stocks mentioned, as indicated in the letter. Such positions may change without notice. Please read all important footnotes and disclosures in the letter.