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Summary of 'Chips Wars' by Chris Miller, the History of the Semi Conductor Industry and the Potential Geopolitical (and Investing) Implications

Sep 10 •

June 2023

Software Siphon

An Updated Look at Stock Comp in Software

Jun 13 •

September 2022

The Big Long? A Deep Dive on US Housing (Part 6)

What Drives Home Prices and Buy vs Rent

Sep 22, 2022 •

August 2022

Extreme Visibility

Update on a Top Long Idea: Extreme Networks (EXTR)

Aug 4, 2022 •

July 2022

Stock Comp in Software

Hidden Margin Deterioration?

Jul 20, 2022 •

May 2022

Q1 2022 Letter to Partners

New Long: Williams Sonoma (WSM)

May 25, 2022 •

The Big Long? A Deep Dive on U.S. Housing (Part 5)

Part 5 – Affordability

May 20, 2022 •

A Hidden Play on Commercial Construction and Home Improvement With 150% Upside

May 5, 2022 •

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 •

April 2022

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 •

The Big Long? A Deep Dive on U.S. Housing (Part 2)

Part 2 - What’s Driving Demand?

Apr 13, 2022 •

March 2022

The Big Long? A Deep Dive on U.S. Housing (Part 1)

Part 1 - Where Is The Inventory?

Mar 23, 2022 •

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