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Random Ramblings September 2024: heavy selection bias, probabilities & terminal 0's, returns on fame
2024-09-24
MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case
2024-09-23
Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI
2024-09-22
Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst
2024-09-17
Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré
2024-09-16
Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY
2024-09-10
MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case
2024-09-05
Chris DeMuth's State of the Markets August 2024
2024-08-30
Cedar Grove's Paul Cerro on what makes $RCAT drones unique + odds for winning SRR contract
2024-08-27
Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood
2024-08-23
Rhizome Partners' Bill Chen updates his publicly traded real estate thesis+ $AIV pitch
2024-08-20
Random Ramblings August 2024: crazy start to August, due diligence trips, seeing management teams
2024-08-14
Chris DeMuth's State of the Markets July 2024
2024-08-05
Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK
2024-07-29
Random Ramblings July 2024: stock price driving narrative + investing in products you don't like
2024-07-25
Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA
2024-07-22
Atla Capital Management's John Haskell on international real estate + ESR Group thesis $1821.HK
2024-07-15
Chris DeMuth's State of the Markets June 2024
2024-07-03
Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination
2024-07-01
Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process
2024-06-27
