Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
More Problems at KinderCare (KLC)
June 5, 2025, 2:30 p.m.
The Bear Cave #276
June 1, 2025, 2:30 p.m.
Navigating the Evolving AI Landscape: Thoughts from our CTO
May 30, 2025, 2:30 p.m.
The Bear Cave #275
May 25, 2025, 2:30 p.m.
So-Fried
May 22, 2025, 1:31 p.m.
Arbor – May 2025 CLO Update
May 21, 2025, 1:34 p.m.
The Bear Cave #274
May 18, 2025, 2:30 p.m.
Problems at Two Paper Products Companies
May 15, 2025, 2:30 p.m.
Aurora Innovation (AUR): Highway Robbery
May 14, 2025, 4:23 p.m.
The Bear Cave #273
May 11, 2025, 2:30 p.m.
Corporate earnings are understated by ~12%
May 9, 2025, 4:53 p.m.
APP’s Persistent Lies, Denying Use of Persistent IDs (APP US)
May 7, 2025, 1:31 p.m.
The Bear Cave #272
May 4, 2025, 2:35 p.m.
Problems at 100 Long-Term Underperformers
May 1, 2025, 2:30 p.m.
The Matador
April 30, 2025, 12:10 a.m.
The Bear Cave #271
April 27, 2025, 2:30 p.m.
Arbor – April 2025 CLO Update
April 24, 2025, 1:32 p.m.
The Bear Cave #270
April 20, 2025, 2:30 p.m.
Into the Trenches
April 18, 2025, 12:05 p.m.
More Problems at TriplePoint Venture Growth BDC (TPVG)
April 17, 2025, 2:31 p.m.
The Bear Cave #269: China Edition
April 13, 2025, 2:31 p.m.
Twelve Casualties of the Trade War
April 11, 2025, noon
The Bear Cave #268
April 6, 2025, 2:31 p.m.
The Vortex
April 4, 2025, 12:01 p.m.
Problems at KinderCare Learning Companies (KLC)
April 3, 2025, 2:31 p.m.
KULR: Exposing the Hype, Overpromises, Insider-Mistrust and Operational Chaos in an ‘Everything-Tech’ Mirage
April 3, 2025, 1:45 p.m.
Haves vs. Have Nots
March 30, 2025, 9:50 p.m.
The Bear Cave #267
March 30, 2025, 2:30 p.m.
MW is Short AppLovin (APP US)
March 27, 2025, 6:27 p.m.
Vita Coco (NASDAQ: COCO) – Boilerplate Response, Major Supplier Bankruptcy and More Issues
March 27, 2025, 1:56 p.m.
Vita Coco (NASDAQ: COCO) – Structural Issues Amid Stalling Sales and Costco Contract Loss
March 26, 2025, 2:04 p.m.
Arbor – March 2025 CLO Update
March 24, 2025, 2:13 p.m.
The Bear Cave #266
March 23, 2025, 2:31 p.m.
Problems at Ibotta (IBTA)
March 20, 2025, 2:31 p.m.
How US firms view the ongoing tension between the US and Canada
March 19, 2025, 2:03 p.m.
The Bear Cave #265
March 16, 2025, 2:30 p.m.
XP’s (Nasdaq: XP) Entire Profits Are Dependent on What Insiders Call a “Madoff-Like Ponzi Scheme”
March 12, 2025, 1:45 p.m.
The Bear Cave #264
March 9, 2025, 2:30 p.m.
Regime Change
March 7, 2025, 1:11 p.m.
Problems at Gorilla Technology Group (GRRR)
March 6, 2025, 3:30 p.m.
Arbor – 2024 10-K Update
March 4, 2025, 4:08 p.m.
FTAI Could Be Violating U.S. Sanctions Against Iran (FTAI US)
March 3, 2025, 3:59 p.m.
Globe Life – 2024 10-K & Q4 Analysis
March 3, 2025, 1:29 p.m.
The Bear Cave #263
March 2, 2025, 3:30 p.m.
Max Stupid
Feb. 28, 2025, 1:18 p.m.
Rocket Lab (RKLB): We Think It’s Gonna Be a Long, Long Time
Feb. 25, 2025, 3:11 p.m.
The Bear Cave #262
Feb. 23, 2025, 3:31 p.m.
Four Shorts
Feb. 21, 2025, 1:14 p.m.
Arbor – February 2025 CLO Update
Feb. 21, 2025, 11:11 a.m.
Problems at AppLovin (APP)
Feb. 20, 2025, 3:31 p.m.