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Burn the boats meets the dark arts (premium idea)
Today’s (premium) idea combines some (heavy) activism with a bit of dark arts.
Jul 27
9
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July 2026 Random Ramblings
YAVP #409
Jul 27
21
1
1
A (quickie premium) springload
I’m going to keep this fast for personal reasons (I’m allegedly taking the day off and am scheduled to do my first escape room in almost two years in…
Jul 24
7
2
$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
YAVP #408
Jul 24
25
It’s the jockey, stupid.... right?
A VIC post reignited the oldest debate in investing: management, business quality, or price. Some rambling thoughts.
Jul 23
33
July 2026 (Premium) Update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
Jul 21
6
2
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
YAVP #407
Jul 20
40
Would I have been the patsy at $QVCPQ? $QVCAQ
Some thoughts on edge, resulting, and scar tissue now that QVC's prefs are zeroes
Jul 16
48
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