KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark
KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark
Yaron Naymark is the founder and portfolio manager of 1 Main Capital. On his website, Yaron “makes concentrated investments…
Hextar Global (HEXTAR): A Good Co. / Bad Co. Agrochemical Opportunity
Hextar Global (HEXTAR): A Good Co. / Bad Co. Agrochemical Opportunity
Hextar Global (HEXTAR) engages in the manufacturing, formulation, repackaging, distribution, and agency of agrochemicals in Malaysia and internationally. HEXTAR is…
Is the US Dollar Bottoming? [DIRTY DOZEN]
Is the US Dollar Bottoming? [DIRTY DOZEN]
“Bullishness is born as hope in the midst of despair. Hope swells to confidence and confidence swells to euphoria, and…
Macro Ops 2020 Annual Portfolio Performance Review
Macro Ops 2020 Annual Portfolio Performance Review
To others, being wrong is a source of shame; to me, recognizing my mistakes is a source of pride. Once…
Lawrence Hamtil: Six Industries With Durable Moat Advantages
Lawrence Hamtil: Six Industries With Durable Moat Advantages
Lawrence Hamtil is a sixteen-year veteran of the financial services industry, having served clients in all aspects of the…
[3/5] New Fiscal Rules & Stranger Thing Markets
[3/5] New Fiscal Rules & Stranger Thing Markets
Remember these headlines from a few months ago? This was the consensus hot-take following the March 23rd bottom in the…
Top Glove (BVA.SGX): 17% Returns In A Boring Glove Maker
Top Glove (BVA.SGX): 17% Returns In A Boring Glove Maker
Top Glove (BVA) is the world’s largest manufacturer of nitrile, surgical, and natural rubber gloves. The company cranks out…
Time To Short Palantir? [DIRTY DOZEN]
Time To Short Palantir? [DIRTY DOZEN]
“What winning traders share, however, is that they all understand that losing is part of the game, and they all…
The Best Dressed Chart Patterns of 2020
The Best Dressed Chart Patterns of 2020
Peter Brandt is my trading hero. Whether it’s a blog post or an interview for Market Wizards, Brandt has an…
Michael Batnick: Movies, SPACs and IPO Manias
Michael Batnick: Movies, SPACs and IPO Manias
Michael Batnick is the author of Irrelevant Investor, Director of Research at Ritholz Wealth Management, and co-host of the Animal…