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Owens & Minor (OMI) Short #1
Over-earning PPE manufacturer
Feb 21, 2022
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Owens & Minor (OMI) Short #1
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SE: under-appreciated recovery story?
plz let me know where i am wrong
Feb 19
6
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SE: under-appreciated recovery story?
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OMI update
The short idea has worked with the stock down about 64% over the last 8 months. To be clear, I did not expect the stock to decline this much, although…
Oct 12, 2022
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OMI update
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Eastside distilling part 2: review Q1 results
lol
May 20, 2022
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Eastside distilling part 2: review Q1 results
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Eastside Distilling: Time is running out
This is my spite store
Apr 18, 2022
2
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Eastside Distilling: Time is running out
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SE Questions
Just brainstorming
Mar 14, 2022
3
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SE Questions
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[Special situation] Gores Holdings V warrants
Typically, I invest in businesses with a 5 years horizon, but sometimes I’d like to allocate a small part of my portfolio for what I call “special…
Jul 14, 2021
3
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[Special situation] Gores Holdings V warrants
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Olo part 2 - Value proposition
*This post was done in collaboration with Ryan from Investing City (https://www.investingcity.org/). I highly recommend his service and is really…
Jun 2, 2021
7
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Olo part 2 - Value proposition
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