Posted On December 29, 2017
This post is a continuation of yesterday’s post on Yume (disclosure: long). Yume represents idea 3 in my 3 part “Christmas present” series. You can find part 1 (DVMT; disclosure: long) here and part 2 (HRG; disclosure: long) here. In yesterday’s post, I left a bit of a cliffhanger in the section on deal close. […]
Posted On December 28, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to “present” (pun intended) three (note: I was planning four, but unfortunately decided not to present one due to illiquidity) of my favorite […]
Posted On December 27, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to “present” (pun intended) three (note: I was planning four, but decided not to present one due to a combination of extreme illiquidity […]
Posted On December 26, 2017
In general, I’ve tried to use this blog to focus on deeper dive / in depth looks at companies and situations. But, as my Christmas present to you, this week I’m going to present (pun intended) four of my favorite special situations in a bit of a shallower manner; instead of a full deep dive, […]
Posted On December 21, 2017
Happy Holidays! As a regular reader of this blog, I bet you’re wondering what I’m getting you for Christmas? Well, let me start by reminding you that this blog is free and you’re really greedy to be asking for something... just kidding, of course I’m getting you something! Next week I’ll be posting four of […]
Posted On December 18, 2017
I feel like I do this once a quarter, but sorry for the lack of blog posts recently! I’ve been looking at a bunch of different things, but unfortunately nothing has struck me to blog about. I am saving up a few ideas for a (hopefully) fun end of the year post though. Anyway, here […]
