Blog Posts

Alex Barrow 6/26/22 Alex Barrow 6/26/22

The Imminent Earnings Recession… [DIRTY DOZEN]

Alex Barrow 6/22/22 Alex Barrow 6/22/22

Value Hive: 3 Big Things with Jay Singh III

Alex Barrow 6/16/22 Alex Barrow 6/16/22

My Three Favorite Crowdsourced Micro-Cap Investment Ideas

Alex Barrow 6/14/22 Alex Barrow 6/14/22

Feedback Loops of Destruction...

Alex Barrow 6/12/22 Alex Barrow 6/12/22

Hi Ho Silver… [DIRTY DOZEN]

Alex Barrow 6/5/22 Alex Barrow 6/5/22

Are We Headed For An Earnings Recession? [DIRTY DOZEN]

Alex Barrow 6/2/22 Alex Barrow 6/2/22

The Bill Gurley Chronicles: VCs, Marketplaces, and Early-Stage Investing

Alex Barrow 6/1/22 Alex Barrow 6/1/22

Christensen, Emerson, and Thiel Walk Into A Bar …

Alex Barrow 5/30/22 Alex Barrow 5/30/22

Again, Buy ‘Em… [DIRTY DOZEN]

Alex Barrow 5/25/22 Alex Barrow 5/25/22

Value Hive: 3 Big Things with Peter Mantas

Alex Barrow 5/23/22 Alex Barrow 5/23/22

Buy ‘Em… [DIRTY DOZEN]

Alex Barrow 5/18/22 Alex Barrow 5/18/22

Value Hive: 3 Big Things with Matt Sweeney

Alex Barrow 5/15/22 Alex Barrow 5/15/22

What Do We Want? Capitulation… [DIRTY DOZEN]

Alex Barrow 5/14/22 Alex Barrow 5/14/22

Pain Allocation, Frog Poison, And Druckenmiller's Secret Weapon

Alex Barrow 5/11/22 Alex Barrow 5/11/22

Rent-A-Center (RCII): A Cheap LTO Retailer w/ 30% IRR Potential

Alex Barrow 5/9/22 Alex Barrow 5/9/22

Smart Money vs Dumb Money Explained

Alex Barrow 5/4/22 Alex Barrow 5/4/22

Quality of Earnings: A Book Review

Alex Barrow 5/1/22 Alex Barrow 5/1/22

The Storm Before The Calm… [DIRTY DOZEN]

Alex Barrow 4/28/22 Alex Barrow 4/28/22

MIPS AB (MIPS): Supplying The Ingredients For Safer Helmets

Alex Barrow 4/27/22 Alex Barrow 4/27/22

Using MO’s Heads Up Display (HUD) To Bag A 6R Profit