This is the second in a series of two posts (you can find the first here) that center on the two most interesting special situations I'm tracking currently, Red Robin (RRGB; disclosure: long) and Liberty Tax (TAXA; disclosure: long). Given how interconnected the two ideas are, I wanted to keep to two posts together, but […]
This is the first in a series of two posts (update: you can find the second here) that center on the two most interesting special situations I'm tracking currently, Red Robin (RRGB; disclosure: long) and Liberty Tax (TAXA; disclosure: long). Given how interconnected the two ideas are, I wanted to keep to two posts together, […]
One of my New Year's Resolution was to post more "work in progress" articles. In general, my "work in progress" articles tend to be on smaller positions where I still have lingering questions. My goal with "work in progresses" articles are to initiate a discussion around the company / position where people who have more […]
One of my New Year's Resolution was to post more "work in progress" articles: articles on companies where I think there could be something interesting happening but I've still got a lot of open questions. Often, I'll have smaller positions in these stocks because, while I have open questions, my preliminary work is telling me […]
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