Insightful deep dive with someone who went from special ed classes to a law degree to starting his own fund.
Quick note: I’m dispensing with the usual Weekly Wrap to bring you my recent interview with George Baxter of Sabrepoint Capital. If you’re a regular reader, he’s the short-seller who believes Turning Point Brands is the single best long...
Below is the replay of today's Office Hours. Thanks to all those who stopped by. As I said at the top, this was a test. Next time I want to have back and forth with subscribers beyond email - adding the option of live calls...
Also, I just finished recording an interview I think you will want to hear/see. And catch me on a short-selling panel in San Diego this week.
▶Just when you think things couldn’t get any more nuts... On the day before this market started to slip – after hitting yet another high – a tweet with...
Both rate horribly on quant screens and have dubious fundies, but one may be worse than the other.
The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...
And why its reliance on private credit has a familiar ring to it.
The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...
The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...
The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...
It’s Christmas in September for the elves as ‘the worst ones are starting to work.’
The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...
Also random thoughts on drug stores and inflation and... get ready for office hours.
The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. ...
▶Greetings from Cape Spear, the easternmost point in continental North America... Actually,that was a few days ago. As I write this we’re docked in Saguenay, known as the Valley of...
On the a*holes, let’s just say I’ve met more than a few.
▶ Greetings from somewhere in the Labrador Sea... I’m on a ship with about 400 others headed to a few places my wife and I have never visited, but have been on our list. For us, cruises are not cruises, the way...
Also, one green flag gets a nicotine rush, one red flag gets taken out of its misery... and scam city.
▶ Greetings from London, enroute to parts unknown... We tend to avoid traveling during the summer, but this specific trip doesn’t come along often so we seized the moment when we saw it pop up... two years ago. The goal is to...
Plus SITE, SEDG, ENPH, LRN, TMO, CARR and updated Red Flag Alerts list
If only I could get to every intriguing idea I hear...
With my relaunch, I’m restarting the Red Flag Radar, which lets you know what I’m seeing, hearing and even working on. I go out of my way trying not to...
Also, common sense, sham of a scam, the new gilded age and upcoming travel.
▶ I know everybody has been giddy these days, until Friday at least. But just remember what goes up... Well, they all don’t come down, certainly not immediately, but stocks that get “extended,” shall we say, at some point have...
Why one short-seller calls Turning Point the best long of his career.
▶ I never know where a good idea is going to come from...
I’ve gotten good short ideas from people who were rabidly long stocks, sold them and went short... And from people who wanted to be long, but after doing their...
