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What Makes Ribbon Communications (RBBN) an Investment Bet?

THB Capital Management, an investment management company, released its “THB Micro Cap Strategy” Q3 2024 investor letter. A copy of the letter can be downloaded here. During the quarter, equities performed well as investors gained confidence in the US economy's soft or no landing scenario. The THB Micro Cap Strategy aims for long-term capital appreciation across market cycles through a disciplined and actively managed methodology. The Strategy typically owns 90-125 shares from the Russell Microcap® Index, that includes around 1,700 stocks and has a high active share. The strategy...