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Sitemap - 2023 - nVariant Capital Fund

BABA's free cash flow isn't free

GRPH pulls off a miracle

Kuiper looks like a disaster

Bad news for Intel and AMD

AMTI board: Time to terminate the CYTH merger

Quick hit: nVidia Buybacks

Spirit Airline's huge spread

Unit Corp - 1.5 PE and over a 20% yield

Q2 Performance Update

Quick thought: Should Intel spin off it's fabs?

TCI's value has been unmasked

Don't listen to Analysts

Why Warren Buffett never calculates a DCF

2022 Results

What drives the crypto market?

Alibaba's deteriorating business quality

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