Adventures in Capitalism
Altisource: Long Thesis
Long GREK
What does a “long-short” look like?
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.
Scorpio Tankers
Small Companies – Big Upside
King Dollar?
The Profitless Prosperity Sector Will Collapse…
The Hedge Fund Manager’s Dilemma…

