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Extreme Visibility
Update on a Top Long Idea: Extreme Networks (EXTR)
Aug 4, 2022 • 
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8
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New
Top
Community
The Big Long? A Deep Dive on US Housing (Part 6)
What Drives Home Prices and Buy vs Rent
Sep 22, 2022 • 
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2
Stock Comp in Software
Hidden Margin Deterioration?
Jul 20, 2022 • 
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5
Q1 2022 Letter to Partners
New Long: Williams Sonoma (WSM)
May 25, 2022 • 
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2
The Big Long? A Deep Dive on U.S. Housing (Part 5)
Part 5 – Affordability
May 20, 2022 • 
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2
Garage Sale
A Hidden Play on Commercial Construction and Home Improvement With 150% Upside
May 5, 2022 • 
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11
The Big Long? A Deep Dive on U.S. Housing (Part 4)
Part 4 – What Slow Down? Recent Commentary from Builders and Building Product Companies
May 3, 2022 • 
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2
The Big Long? A Deep Dive on U.S. Housing (Part 3)
Part 3 – Homeowner Balance Sheets and Historical Declines in Home Values
Apr 20, 2022 • 
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