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SE: under-appreciated recovery story?
plz let me know where i am wrong
Feb 19
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SE: under-appreciated recovery story?
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October 2022
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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May 2022
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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April 2022
Eastside Distilling: Time is running out
This is my spite store
Apr 18, 2022
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Eastside Distilling: Time is running out
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March 2022
SE Questions
Just brainstorming
Mar 14, 2022
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SE Questions
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February 2022
Owens & Minor (OMI) Short #1
Over-earning PPE manufacturer
Feb 21, 2022
13
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Owens & Minor (OMI) Short #1
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July 2021
[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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June 2021
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
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Olo part 2 - Value proposition
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May 2021
[Special situation] Global Blue warrants - Asymmetric risk/reward
The subject of this post is something that falls out of what I believe is my circle of competence (food delivery, food tech, related industries…
May 10, 2021
3
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[Special situation] Global Blue warrants - Asymmetric risk/reward
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April 2021
Deliveroo part 9 - 1Q21 update
$ROO reported its 1Q21 results. There were a couple of interesting data points but it was within my expectations Misconception on 1Q21 orders growth The…
Apr 27, 2021
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Deliveroo part 9 - 1Q21 update
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Olo part 1 - History of food delivery
It’s April and it’s time for a new series. This series covers Olo and why we believe it’s a valuable business that is worth keeping an eye on. We would…
Apr 9, 2021
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Olo part 1 - History of food delivery
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Deliveroo part 8 - The aftermath
“I wish good luck (not really, you brought this on yourself) to any investor that decides to participate in DROO’s IPO” - Newmooncap Looks like the…
Apr 5, 2021
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Deliveroo part 8 - The aftermath
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