Cash is King
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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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Problems at Two Paper Products Companies
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Problems at 100 Long-Term Underperformers
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More Problems at TriplePoint Venture Growth BDC (TPVG)
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The Bear Cave #269: China Edition
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The Bear Cave #268
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Problems at KinderCare Learning Companies (KLC)
April 3, 2025, 2:31 p.m.
The Bear Cave #267
March 30, 2025, 2:30 p.m.
The Bear Cave #266
March 23, 2025, 2:31 p.m.
Problems at Ibotta (IBTA)
March 20, 2025, 2:31 p.m.
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March 16, 2025, 2:30 p.m.
The Bear Cave #264
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Problems at Gorilla Technology Group (GRRR)
March 6, 2025, 3:30 p.m.
The Bear Cave #263
March 2, 2025, 3:30 p.m.
The Bear Cave #262
Feb. 23, 2025, 3:31 p.m.
Problems at AppLovin (APP)
Feb. 20, 2025, 3:31 p.m.
The Bear Cave #261
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The Bear Cave #260
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Diamonds Aren’t Forever
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