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Matteo Franceschetti: Building A Data-First Sleep Powerhouse

March 5, 2021 by Brandon Beylo
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Matteo Franceschetti: Building A Data-First Sleep Powerhouse

This week I chat with Matteo Franceschetti, founder and CEO of Eight Sleep. Eight Sleep is revolutionizing the way we…

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Moonpig (MOON): UK’s Leading Online Card Company

March 3, 2021 by Brandon Beylo

Moonpig (MOON): UK’s Leading Online Card Company

Moonpig (MOON) is a leading online greeting card and gifting business, comprising the Moonpig brand in the UK and the…

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Categories Research, Research - Brandon, Research - Value

Is Gold About To Crash?

March 4, 2021March 1, 2021 by Alex Barrow

Is Gold About To Crash?

“A trader’s job is to take losses. A losing trade doesn’t imply you did anything wrong. The hard part about…

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Categories Research, Research - Alex

Edwin Dorsey: Shorting, ARK, & Creating a $100K Newsletter

February 26, 2021 by Brandon Beylo
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Edwin Dorsey: Shorting, ARK, & Creating a $100K Newsletter

This week I chat with Edwin Dorsey, founder, and author of The Bear Cave. The Bear Cave is a short-focused…

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One Year Ago Today… A Review of The Market Technicals

February 25, 2021 by Alex Barrow

One Year Ago Today… A Review of The Market Technicals

It was just one year ago today that we flattened our equity book and went 200% long bonds… Good times……

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Categories Research, Research - Alex

Manolete Partners (MANO): A Potential Five Bagger UK Micro Cap

February 24, 2021February 24, 2021 by Brandon Beylo

Manolete Partners (MANO): A Potential Five Bagger UK Micro Cap

At Macro Ops, we’re obsessed with finding the best, most asymmetric ideas in markets. We have a no-restrictions, global mandate…

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Categories Research, Research - Brandon, Research - Value

Bitcoin is NOT a Currency [DIRTY DOZEN]

February 22, 2021 by Alex Barrow

Bitcoin is NOT a Currency [DIRTY DOZEN]

“We went short Polaroid when it was selling at sixty times earnings, which we thought was absurd; it then went…

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Categories Research, Research - Alex

Kristen LaFrance: Finding The Best Brand-Building Businesses

February 19, 2021 by Brandon Beylo
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Kristen LaFrance: Finding The Best Brand-Building Businesses

In this week’s episode, we give you our conversation with Kristen LaFrance. Kristen LaFrance is the host of Shopify’s Resilient…

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Boredom: An Investor’s Last Remaining Edge?

February 17, 2021 by Brandon Beylo

Boredom: An Investor’s Last Remaining Edge?

“Win or lose, everybody gets what they want out of the market. Some people seem to like to lose, so…

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Categories Research, Research - Brandon, Research - Value

An Accelerating Buy Climax [DIRTY DOZEN]

February 16, 2021 by Alex Barrow

An Accelerating Buy Climax [DIRTY DOZEN]

“If you are a successful Game player, it can be a fascinating, consuming, totally absorbing experience, in fact it has…

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Categories Research, Research - Alex
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All content on our website, emails, social media posts, comments on other websites or other material generated by Macro Ops is intended for general information purposes only. None of our content should be considered to be an invitation to buy or sell securities. No content from Macro Ops should be considered individual investment advice. Macro Ops cannot guarantee accuracy of information on the site. Contributors to Macro Ops may have trading or investing positions in the securities mentioned.

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