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Some things and ideas: June 2023
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them…
June 2023 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site! Second, a quick housekeeping. This month’s housekeeping has…
8
Chris DeMuth's State of the Markets June 2023 (podcast #176)
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2023 edition, Chris provides the latest news on the…
4
Papyrus Capital's Nitin Sacheti updates his $VATE thesis (Podcast #175)
Nitin Sacheti, Founder and Portfolio Manager at Papyrus Capital, is back to update his INNOVATE (NYSE: VATE) thesis. In his first appearance on the…
Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla (Podcast #174)
Kevin Mak, CFA, Founder of Creek Drive Capital, discusses his thesis on Pagaya Technologies (NASDAQ: PGY), a company that uses big data and AI to look…
Weekend Thoughts: Coinbase $COIN
I mentioned a few weeks ago that, if you’ve talked to me recently, it’s near invariable that I’ve brought up banks in some way, shape or form to you…
11
Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech (podcast #173)
Dave Johnson, Managing Partner at Caligan Partners, makes his second appearance to discuss his thesis on MorphoSys AG (FSE: MOR; NASDAQ: MOR…
1
Yet Another Value Blog
Yet Another Value Blog
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
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