Adventures in Capitalism
Miami Real Estate Is About To Collapse…
On Getting Antero Resources Wrong: Post Mortem
A Look At The Uranium Market
Why Elon Didn’t Use Solar Panels On The Gigafactory Roof
Altisource: Long Thesis
Long GREK
What does a “long-short” look like?
Why June Is Christmas For Small Caps
Tesla will remind people of a Palm Pilot when compared to an iPhone—except I don’t remember Palm Pilots killing anyone
Time To Finally Buy Greece???
Time To Sell Something…As Hedge Funds Load Up On Pricey Assets
Lyft, Softbank, Tesla Etc We’re Gonna Need More Bag-Holders…
Cyprus Deep Value Part 2
Value Briefs
Cyprus Bail-In Post Moratorium
Failure To LYFToff…
Can’t Spell Felon Without ELON
Great Bargains In Shipping…
The View From ICR – The biggest theme? Abandoning China’s supply chain.

