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Voss Capital thinks the market is a ‘perpetual paradox machine’. Here are the stocks the fund manager owns. - MarketWatch

1. Voss Capital criticizes market inefficiencies and seeks undervalued stock opportunities. SWI is one targeted small-cap. 2. SWI is noted as a key holding with active M&A interest from Voss. Its position attracts potential bid predators. 3. The report highlights market oscillations, with undervalued stocks offering special situation opportunities. SWI's trading activity is seen amid this backdrop. 4. Active investing trends replace passive flows, creating imbalances. Such dynamics bode well for stocks like SWI.

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FAQ

Why Bullish?

Voss Capital’s active stake in SWI and mention of bid activity suggest renewed investor interest that typically boosts prices. Similar activist moves in the past have driven significant re-rating in small-cap software stocks.

How important is it?

SWI is directly highlighted in a fund manager’s active investment strategy, making the news potentially price-moving. The combination of M&A interest and market imbalances raises the likelihood of a notable impact.

Why Short Term?

The immediate M&A interest and predator bidding on undervalued stocks point to near-term catalysts. Past examples show rapid price movements following such strategic investments.

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