Category: Special Situations

Two Vintage Capital Special Situations Part 2: $TAXA $RRGB

Posted On August 21, 2019
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 […]

Two Vintage Capital Special Situations Part 1: $TAXA $RRGB

Posted On August 21, 2019
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, […]

Work in progress articles and becoming an "industry expert"

Posted On January 30, 2019
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 […]

$ZAYO for sale

Posted On January 23, 2019
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 […]