LongMAMASep 2026
Mama's Creations
Immersion believes investors misinterpreted a temporary margin decline at Mama's Creations. The company incurred expenses in the first quarter to prepare for new Walmart product…
Immersion Investment Partners, LP
Concentrated fundamental micro- and small-cap equity strategy focused on overlooked, misunderstood and underappreciated businesses.3 published ideas
Immersion Investment Partners, LP is a concentrated micro- and small-cap investment partnership managed by David Polansky and Tim Delaney. The fund seeks businesses where fundamental value is obscured by limited coverage, misunderstood financials, temporary controversy or hidden assets, using categories including Underdogs, Babushka Dolls, Ugly Ducklings and Doubted Champions.
Ideas from Immersion Investment Partners, LP
LongRDVTSep 2026
Red Violet
Immersion argues that Red Violet's identity-verification business has been wrongly treated as vulnerable to AI disruption. Its CORE platform is itself AI-driven and continuously…
LongSRTASep 2026
Strata Critical Medical
Immersion sees Strata as an overlooked remainco created after the former Blade sold its passenger e-mobility operation and retained its organ-transplant logistics and…
Letters covered
- Immersion Investment Partners, LP 2Q 2026 Partners LetterSeptember 2, 2026
Source PDFs are not republished here; only extracted ideas and quotes.