Macro Research

China Tech Sell-off Explained: Twitter Spaces Feat. Rui Ma

This week we're releasing the recording of a Twitter Spaces I…
July 30, 2021/by Brandon Beylo

So Bad, It’s Good?

There are two competing truths in this market right now: 

July 30, 2021/by Alex Barrow

Three Useful Mental Models For Investing

This week I’ve started researching an exciting new investment…
July 28, 2021/by Brandon Beylo

Very Dangerous…

One telephone conversation with Gates in 1993 sticks in Ellison’s…
July 27, 2021/by Alex Barrow

Did Small-caps Just Bottom?

“Early in life, I had noticed that no event is ever correctly…
July 26, 2021/by Alex Barrow

Village Farms (VFF): Lowest-Cost US Cannabis Producer

Village Farms International (VFF.TSX) operates five high-tech…
July 21, 2021/by Brandon Beylo

Deflating Reflation…

“Every limitation has its value, but a limitation that requires…
July 19, 2021/by Alex Barrow

Investment Case Study Series: WD-40 (WDFC)

Everyone knows WD-40 (WDFC), that blue and yellow can with the…
July 14, 2021/by Brandon Beylo

Bull Quiet versus Trend Fragility

“Your pain is the breaking of the shell that encloses your…
July 12, 2021/by Alex Barrow

eDreams ODIGEO (EDR.BME): The Costco of European Online Travel

EDR is an asset-light, resilient online-travel agency (OTA) rapidly…
July 7, 2021/by Brandon Beylo

A CAPEX Recovery…

“I've gotten so old I can't remember the names of those ladies…
July 6, 2021/by Alex Barrow

Lojas Quero-Quero (LJQQ3): A Home Improvement Retailer Playing Unfair Games

Lojas Quero-Quero (LJQQ3, "Quero-Quero", or “Quero”) is the…
June 30, 2021/by Brandon Beylo
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