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PAR’s Path to $80 Redux
Godot Finally Arrives
Mar 24
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PAR’s Path to $80 Redux
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Paving the Road to Alpha
Long CRH
Nov 10, 2023
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Paving the Road to Alpha
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Chip Wars
Summary of 'Chips Wars' by Chris Miller, the History of the Semi Conductor Industry and the Potential Geopolitical (and Investing) Implications
Sep 10, 2023
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Chip Wars
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Software Siphon
An Updated Look at Stock Comp in Software
Jun 13, 2023
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Software Siphon
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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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The Big Long? A Deep Dive on US Housing (Part 6)
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Extreme Visibility
Update on a Top Long Idea: Extreme Networks (EXTR)
Aug 4, 2022
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Extreme Visibility
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Stock Comp in Software
Hidden Margin Deterioration?
Jul 20, 2022
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Stock Comp in Software
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Q1 2022 Letter to Partners
New Long: Williams Sonoma (WSM)
May 25, 2022
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Q1 2022 Letter to Partners
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