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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
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Chip Wars
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June 2023
Software Siphon
An Updated Look at Stock Comp in Software
Jun 13
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Software Siphon
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September 2022
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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August 2022
Extreme Visibility
Update on a Top Long Idea: Extreme Networks (EXTR)
Aug 4, 2022
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Extreme Visibility
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July 2022
Stock Comp in Software
Hidden Margin Deterioration?
Jul 20, 2022
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Stock Comp in Software
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May 2022
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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The Big Long? A Deep Dive on U.S. Housing (Part 5)
Part 5 – Affordability
May 20, 2022
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The Big Long? A Deep Dive on U.S. Housing (Part 5)
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Garage Sale
A Hidden Play on Commercial Construction and Home Improvement With 150% Upside
May 5, 2022
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Garage Sale
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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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The Big Long? A Deep Dive on U.S. Housing (Part 4)
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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
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The Big Long? A Deep Dive on U.S. Housing (Part 3)
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The Big Long? A Deep Dive on U.S. Housing (Part 2)
Part 2 - What’s Driving Demand?
Apr 13, 2022
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The Big Long? A Deep Dive on U.S. Housing (Part 2)
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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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The Big Long? A Deep Dive on U.S. Housing (Part 1)
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