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Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
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Microsoft: OpenAI Stake Valued At $147 Bln
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The Clues to Trump's Future Tariffs
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Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Maxar Technologies (MAXR)
April 17, 2022, 9:07 p.m.
Blue Apron (APRN)
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Express, Inc (EXPR)
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Aimia (AIM.TO): A Bankruptcy Special Situation
Jan. 12, 2022, 8:51 a.m.
Reducing Friction is Not Enough
Dec. 29, 2021, 4:17 a.m.
Agrify (AGFY): Cannabis Picks and Shovels
Dec. 14, 2021, 6:53 p.m.
Party City (PRTY): A Short Story
Oct. 23, 2021, 6:20 a.m.
Pay Now, Buy Later
Oct. 11, 2021, 4:46 a.m.
Stride Inc. (LRN): We Are Not Another DeVry
Sept. 27, 2021, 12:55 a.m.
Montrose Environmental Group (MEG): a Roll Up Story
Sept. 16, 2021, 6 p.m.
Semi-Serious M&A Ideas: Facebook & OpenSea
Sept. 9, 2021, 5:59 p.m.
Crypto Keeps the Lights On
Sept. 6, 2021, 4:32 a.m.
GoPro (GPRO): "Untethered lenses" with SaaS Aspirations
Sept. 2, 2021, 5:21 a.m.
The Barbell Brokerage
Aug. 26, 2021, 6:10 p.m.
Xometry (XMTR): Machine Learning Meets Machine Cutting
Aug. 23, 2021, 5:51 a.m.
EV Do-Not-Pass Go (part 1)
May 10, 2021, 3:30 a.m.
Blade: Much More than Instagram-Friendly Flights to JFK
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Box Inc.: Still an Acquisition Target
April 21, 2021, 11:47 p.m.
Company analysis, investment ideas, buying low, selling high
April 21, 2021, 11:08 p.m.