A quick overview
At the start of the week, I had lots of conversations with people worried about Evergrande defaulting and the possibility of contagion. By the end of t…
In early July, I called Altice the “best” large cap stock. Since then, the stock has done one thing: go straight down. Today, the stock is gapping down…
I’ve written extensively on all of the shenanigans going on with SPACs (most recently commenting on the MUDS / TOPPS deal falling apart and how SPAC sp…
This is a little outside my general idea pattern. It’s some weird combination of an event driven legal play inside a deep value play with the potential…
There’s nothing I love more than a good capital allocation story. There’s just something about buying a company that’s trading cheaply and where I know…
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them,…
Hi subs, Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s houseke…
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