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Big Strategic Change at Identiv
More cash than market cap is on its way to its balance sheet
Apr 8
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Big Strategic Change at Identiv
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March 2024
Currency Exchange International (CURN)
Is it starting a catalyst?
Mar 14
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Currency Exchange International (CURN)
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February 2024
My 2023 Results
A bad strategy yields bitter fruit, but recognizing it has turned things around?
Feb 22
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My 2023 Results
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November 2023
BABA's free cash flow isn't free
Alibaba's free cash flow has been pumped up by stock based comp forever
Nov 17, 2023
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BABA's free cash flow isn't free
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GRPH pulls off a miracle
I've never seen a reverse merger I liked, but at first glance Graphite Bio's merger with Lenz looks like a winner
Nov 16, 2023
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GRPH pulls off a miracle
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Kuiper looks like a disaster
Launch costs determine the economics and capabilities of satellite constellations, and Starlink's huge edge will remain for many years to come
Nov 7, 2023
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Kuiper looks like a disaster
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Bad news for Intel and AMD
Qualcomm just made the first high performance ARM CPU for Windows
Nov 2, 2023
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Bad news for Intel and AMD
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October 2023
AMTI board: Time to terminate the CYTH merger
The merger with Cyclo Therapeutics has gone from mediocre to terrible, AMTI's value in liquidation is likely close to double the merger consideration.
Oct 23, 2023
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AMTI board: Time to terminate the CYTH merger
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August 2023
Quick hit: nVidia Buybacks
At over 100x earnings?
Aug 28, 2023
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Quick hit: nVidia Buybacks
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Spirit Airline's huge spread
Deal of the year or pending disaster?
Aug 17, 2023
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Spirit Airline's huge spread
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July 2023
Unit Corp - 1.5 PE and over a 20% yield
But how much juice is left in the squeeze?
Jul 2, 2023
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Unit Corp - 1.5 PE and over a 20% yield
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Q2 Performance Update
Yikes
Jul 2, 2023
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Q2 Performance Update
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