LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
ParkerVision: The Lure Of Potential Multi-Billion-Dollar Awards
Oct. 25, 2024, 3:35 a.m.
1 Main Capital Partners Q3 2024 Fund Letter
Oct. 25, 2024, 3:05 a.m.
Barnes & Noble Education's Dilutive Rights Offering: An Opportunistic Investment
July 30, 2024, 3:50 p.m.
1 Main Capital Partners Q2 2024 Fund Letter
July 29, 2024, 5:20 a.m.
1 Main Capital Partners Q1 2024 Fund Letter
May 2, 2024, 1 p.m.
1 Main Capital Partners Q2 2023 Fund Letter
July 24, 2023, 6:46 a.m.
Limbach Offers It All: Meaningful FCF, Organic Growth, M&A And Potential For Multiple Expansion
May 31, 2023, 12:21 a.m.
1 Main Capital Partners Q1 2023 Fund Letter
April 24, 2023, 5:30 a.m.
1 Main Capital Partners Q2 2022 Fund Letter
Aug. 3, 2022, 9:19 p.m.
1 Main Capital Partners Q1 2022 Fund Letter
May 14, 2022, 6:35 a.m.
1 Main Capital Partners Q1 2021 Letter
April 26, 2021, 7:25 p.m.
1 Main Capital Partners Q4 2020 Letter
Feb. 3, 2021, 2:10 p.m.
1 Main Capital Partners Q3 2020 Letter
Oct. 26, 2020, 1:05 p.m.
Limbach Holdings: The Party Is Just Getting Started
Oct. 5, 2020, 12:01 p.m.
1 Main Capital Partners Q2 2020 Letter
July 21, 2020, 3:40 p.m.
MasterCraft Boat Holdings: A High-Quality Business Selling At A Low Multiple With Expected Material Increase In Consensus Estimates
June 23, 2020, 11:52 a.m.
A Stock That Could 3x And Still Be Cheap: RCI Hospitality
Feb. 11, 2020, 8:41 a.m.
Echostar: A Gift From The Market Gods
Nov. 12, 2018, 11:52 a.m.
Mastech: A Rosy Update
Feb. 22, 2018, 7:57 a.m.
Mastech - IT Firm At ~6x Earnings Pro Forma For Transformational Deal, On Verge Of Re-Rating
Sept. 12, 2017, noon