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Time To Get Long The Loonie

There was a long period during which nearly every thinking man…
October 11, 2021/by Alex Barrow

The Beginning of a Correction?

In this world, where the game is played with loaded dice, a man…
October 4, 2021/by Alex Barrow

HeadHunter (HHR): One Of The Best Network Effect Businesses I’ve Ever Seen

HeadHunter (HHR) operates an online recruitment platform in Russia,…
September 29, 2021/by Brandon Beylo

Is It Time To Short Copper?

According to this theory, population growth in excess of the…
September 27, 2021/by Alex Barrow

Brand Capital: How Companies Create Lifetime Customers

Before we dive into today’s piece, I want to remind you that…
September 23, 2021/by Brandon Beylo

A Dragon and a Hawk Walk Into A Bar

A few things.

Asia Markets reported today that the CCP is…
September 23, 2021/by Alex Barrow

Mashup and New Math

I recently finished reading Joshua Ramo’s book The Age of the…
September 21, 2021/by Alex Barrow

Record US Fund Flows

“The mind can be a wonderful tool for self-delusion - it was…
September 20, 2021/by Alex Barrow

The Yen is Done Yawning…

“It might seem that if you have an edge, the way to maximize…
September 13, 2021/by Alex Barrow

eDreams Odigeo (EDR) Earnings & POWW Selling Pressure

This weekend we review eDreams ODIGEO (EDR) 1Q 2022 earnings…
September 8, 2021/by Brandon Beylo

Why Bond Yields Are Headed Lower…

“War, battles, and conflicts of all kinds (including poker)…
September 7, 2021/by Alex Barrow

Supply-Constrained “Problems” in POWW & UP

We like companies that have the matryoshka of conditional tailwinds…
September 1, 2021/by Brandon Beylo
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