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Mispriced Optionality (Part 1 of 2)
Why a select portfolio of pre-deal SPAC warrants might be compelling
Jan 3, 2022
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Mispriced Optionality (Part 1 of 2)
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Mispriced Optionality (Part 2 of 2)
Looking at strategic ways to play pre-deal SPAC warrants while reducing risk
Jan 3, 2022
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Mispriced Optionality (Part 2 of 2)
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Please Step Away From The Ledge
Taking a rational look at financial markets & government intervention
Apr 10, 2020
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Please Step Away From The Ledge
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This Market Is Weeeeeird
Plus some thoughts on retail stock carnage
Sep 5, 2019
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This Market Is Weeeeeird
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Macerich: A Misunderstood Potential Multibagger
Are shopping malls really dead? ☠ My investment thesis for $MAC
Apr 6, 2020
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Macerich: A Misunderstood Potential Multibagger
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Twitter: Can It Fly Again? 🐦
A breakdown of the social media ugly duckling
Nov 6, 2019
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Twitter: Can It Fly Again? 🐦
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The HUGE Rotation In the Market
And can a tech stock be a value stock?
Sep 11, 2019
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The HUGE Rotation In the Market
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Can GoPro 📸 Be A Hero?
Breaking down the challenges & opportunities with $GPRO stock
Oct 9, 2019
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Can GoPro 📸 Be A Hero?
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The Manufacturing Recession
Plus some stocks I'm watching this week
Oct 3, 2019
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The Manufacturing Recession
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