Sign Up
Log In
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Category: Premium posts

Premium Post: A more worthy play on Nikola's craziness

Posted On July 6, 2020
NKLA is a speculative bubble, but here's a way to play the bubble for free.

Premium Post: This stone cold steal of a deal should result in some capital gains....

Posted On July 1, 2020
In hindsight, I’m not sure we’ll ever see a weirder period for M&A than February 2020. Companies were getting bought for big numbers, only to turn out to be worthless a few months later.

Two brief updates

Posted On May 29, 2020
Updates on two ideas.

Should you hang with Mr. Cooper?

Posted On May 18, 2020
Current environment creates significant industry risk and opportunity.

Taubman: an update post earnings

Posted On May 12, 2020
An update on our first idea.... A preferred way to play Taubman, which was the first idea posted to the premium site.

Sharing an office investment

Posted On April 20, 2020
Cheap valuation with multibagger opportunity if the franchise optionality works out.
  • Join the Mailing List

    Enter your email address to subscribe to this blog and receive notifications of new posts by email.
  • Categories

  • Archives