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.
Barnes & Noble Education - $BNED
March 17, 2025, 2:04 a.m.
Magnera - $MAGN
Dec. 18, 2024, 6:11 p.m.
Medios - $ILM1
Oct. 26, 2024, 8:44 p.m.
Peakstone Realty Trust - PKST
May 24, 2024, 2:43 p.m.
$COST.LN - Costain: UK microcap trading at ~4x forward earnings with 76% of market cap covered by net cash
July 16, 2023, 9:04 p.m.
Urban Outfitters - $URBN
Nov. 11, 2022, 11:56 p.m.
Update on Previous Ideas
Aug. 13, 2022, 5:05 p.m.
Short $AAPL
June 24, 2022, 7:55 p.m.
Yelp - $YELP
May 30, 2022, 8:37 p.m.
Tilly's - TLYS
May 1, 2022, 10:23 p.m.