Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Maxar Technologies (MAXR)
April 17, 2022, 9:07 p.m.
Blue Apron (APRN)
March 17, 2022, 5:23 p.m.
Express, Inc (EXPR)
Feb. 6, 2022, 6:56 a.m.
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
April 21, 2021, 11:55 p.m.
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.