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Acid Investments

Acid Investments
A Value Investing Journal

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Equity Bottom-Up Thematic (Sector/Industry)
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29 Nov 2024 07:23Syndicated

Thanksgiving musings: What's done extremely well over the last year???

If anyone remembers, in the spring of last year, we had a banking crisis - multiple bank-runs that led to the some of the largest bank failures in...

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bullishFive Below
29 Jul 2024 07:30Syndicated

Finding a bargain in Five Below (FIVE)

Five Below is a value-based specialty retailer selling trendy items catered for children and teenagers; think Dollar General but larger stores,...

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bullishFarmer Bros Co
09 Jul 2024 06:31Syndicated

Awakening a Sleepy Stock (FARM)

“Life is like a cup of coffee, it is best made with love…” I’ve loosely followed Farmer Bros (FARM) for quite some time but a series of events...

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13 Jun 2024 06:47Syndicated

Sifting the Debris with Target Hospitality (TH)

One thing that happens in special sits land is that yeah sometimes turd hits the fan - maybe a takeover falls through, a merger breaks etc.there...

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07 Jun 2024 18:54Syndicated

A trading framework: Calling the recoil

Regular readers of this blog may know that I love tinkering with setups. Recent profitable ideas of late have come from identifying mispriced...

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