2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Vedanta – Our Letter to the Securities and Exchange Board of India
July 25, 2025, 4:05 a.m.
Arbor – July 2025 CLO Update & 10-Q Forecasts
July 24, 2025, 1:14 p.m.
Vedanta – Our Letter to the Government of India on the Looting of Hindustan Zinc
July 24, 2025, 5:49 a.m.
Vedanta – Meet the Agarwals – Minova Runaya
July 23, 2025, 5:26 a.m.
Vedanta – HZL Earnings & Legal Opinions
July 21, 2025, 3:44 a.m.
The Bear Cave #283
July 20, 2025, 2:31 p.m.
The Ugly Duckling
July 18, 2025, 12:54 p.m.
Vedanta – Vedanta Semiconductor: ₹2,500 Crore Dhoke Ka Sammraajy
July 18, 2025, 3:56 a.m.
Problems in Chinatown
July 17, 2025, 2:30 p.m.
Vedanta – Zinc Twice Before You Act
July 17, 2025, 3:59 a.m.
Vedanta – Meet the Agarwals – Serentica Renewables
July 16, 2025, 5:59 a.m.
Vedanta – Hidden Holdings, BJST, and PTCC
July 15, 2025, 5:48 a.m.
Vedanta – AGM Annual General Mockery of Stakeholders
July 14, 2025, 5:14 a.m.
The Bear Cave #282
July 13, 2025, 2:33 p.m.
Vedanta – AGM Questions
July 10, 2025, 6:04 a.m.
Vedanta – Limited Resources
July 9, 2025, 6:29 a.m.
The Bear Cave #281
July 6, 2025, 2:30 p.m.
Problems at 130 Long-Term Underperformers
July 3, 2025, 2:30 p.m.
The Bear Cave #280
June 29, 2025, 2:33 p.m.
The Bear Cave #279
June 22, 2025, 2:30 p.m.
The Bear Cave #278
June 15, 2025, 2:31 p.m.
GRAIL (NASDAQ: GRAL): Why Galleri Will Fail the Real Test: Regulatory Approval and Widespread Commercialization All But Impossible
June 9, 2025, 2:20 p.m.
The Bear Cave #277
June 8, 2025, 2:30 p.m.
Golden Age of Graft
June 6, 2025, 1:04 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.