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7 Stocks Billion Dollar Hedge Fund Voss Capital Is Crazy About

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In this article, we will take a detailed look at the 7 Stocks Billion Dollar Hedge Fund Voss Capital Is Crazy About.

A fund management company,  Voss Capital is based in Houston and was founded in 2011 by Travis Cocke who currently serves as the fund’s General Partner and Chief Investment Officer. He manages Voss’ funds.  Interestingly,  Voss is an acronym which stands for Value-Oriented Special Situations.

Before launching Voss, Cocke served as a Generalist Research Analyst at Ascendant Advisors LLC. from August 2009 to July 2010.   Cocke was also  an intern at the Teacher Retirement System of Texas during the summer of 2008.

He obtained a Bachelor of Business Administration in Finance from Texas A&M in 2009.

READ ALSO 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In

In addition to concentrating on value stocks and special situations, as implied by the words that make up Voss’ acronym,  the fund manager focuses on fundamentals. Special situations are unusual developments that affect companies.  Additionally, Voss seeks to invest in stocks that it believes can double within three years.

lOvE lOvE/Shutterstock.com

Our Methodology

The following data is gathered from Voss Capital’s investment letter for the first quarter of 2024.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here). That’s why you should pay close attention to this important indicator.

7. Alta Equipment Group (NYSE:ALTG)

Value of Voss Capital’s 13F Position (6/30/2024): $24 million

An owner of equipment dealerships that both sell and rent equipment, Alta Equipment Group (NYSE:ALTG) also builds warehouses and repairs and provides maintenance for equipment.

In the third quarter, Alta Equipment Group (NYSE:ALTG)’s revenue fell by 3.7% versus the same period a year earlier to $449 million. On a positive note, its product support revenue rose 8% year-over-year, but its new and used equipment sales sank 13.3% YOY. Moreover, it generated an adjusted loss per share of 72 cents, although its adjusted EBITDA did come in at $43.2 million.

CEO Ryan Greenawalt reported that a number of Alta Equipment Group (NYSE:ALTG)’s customers had elected to postpone projects in order to wait for the outcome of the U.S. elections. He expressed optimism that Alta Equipment Group (NYSE:ALTG)’s customers would deploy more capital in 2025.

Analysts, on average, expect Alta Equipment Group (NYSE:ALTG)’s revenue to rise slightly to $1.9 billion in 2025 from $1.87 billion in 20254, and the mean estimate calls for its per-share loss to drop to -24 cents in 2025 from -$1.16 in 2024.

In May, Voss had expected Alta Equipment Group (NYSE:ALTG)’s parts and services revenue sales growth to be “resilient.” That’s because Alta Equipment Group (NYSE:ALTG)’s sales of new equipment had increased at a compound annual growth rate (CAGR) of about 43% since 2019, according to the firm. Additionally, Voss predicted that Alta Equipment Group (NYSE:ALTG) ‘s margins would rise, partly due to more profitable items making up a higher proportion of its sales. According to Voss, Alta Equipment Group (NYSE:ALTG)’s valuation was extremely low.

Alta Equipment Group (NYSE:ALTG)’s shares have sunk 25% since May 24.

6. International Money Express (NASDAQ:IMXI)

Value of Voss Capital’s 13F Position (6/30/2024): $25.5 million

International Money Express (NASDAQ:IMXI) focuses on enabling consumers to send funds from the U.S. to Latin America.

In Q3, International Money Express (NASDAQ:IMXI)’s revenue fell 0.3% versus the same period a year earlier to $172 million, but its net income increased 17% year-over-year to $17.3 million.

Stating that its valuation was failing to reflect its true value, International Money Express (NASDAQ:IMXI) announced that it had hired an advisor to help it “assess strategic initiatives.” The shares currently have a forward price-earnings ratio of just 8.65 times.

Analysts, on average, expect its EPS to climb to $2.40 in 2025 from $2.17 in 2024

Voss believes that International Money Express (NaSDAQ:IMXI) indicated that it would buy back $20 million to $25 million of its shares per quarter. The fund manager believes that these buybacks will enable the firm to “compound EPS at 20%+ for the next few years.”

International Money Express (NaSDAQ:IMXI)’s share price is little changed since May 24.

5. Genius Sports (NYSE:GENI)

Value of Voss Capital’s 13F Position (6/30/2024): $32.3 million

Genius Sports (NYSE:GENI) provides data and tech products to sports-betting platforms.  In Q3, its sales jumped 18% versus the same period a year earlier to $120 million, while its adjusted EBITDA soared 45% year-over-year to $26 million.

Genius Sports (NYSE:GENI) raised its 2024 sales and adjusted EBITDA guidance to $511 million and $86 million, respectively,  and now expects those metrics to increase by 24% and 61%, respectively. Genius Sports (NYSE:GENI) also expects to generate positive cash flow in 2024.

Analysts, on average, expect Genius Sports (NYSE:GENI)’s 2025 earnings per share to come in at 6 cents, versus a per-share loss of 10 cents in 2024.

Voss believes that Genius “is well-positioned to continue to benefit from increased sports betting legalization and the growth of in-game betting in the U.S.”

Genius has jumped 68% since May 24.

Choice Equities Capital Management stated the following regarding Genius Sports Limited (NYSE:GENI) in its Q3 2024 investor letter:

“CZR and Genius Sports Limited (NYSE:GENI) – Both Caesars Entertainment, Inc. and Genius Sports Limited operate in and around the entertainment, casino and gaming space. Caesars is a bit more well-known and discussed in brief below. Genius is not as well-known but possesses a bright future as a fast-growing company that has become a critical cog in the sports betting value chain. The company has exclusive data rights deals with many leagues including the English Premier League and the NFL (which owns an equity stake in the company) which afford the company the right to collect, synthesize and share pre-game and in-game data with their casino and sportsbook partners to generate betting lines. A more in-depth memo has been attached for existing investors.”

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!