Dollar General (DG-US) - It's a trap!
After spectating DG for some time, I bought a small starter position in June. It is not often that you get a chance to buy a compounder like this...
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Short Idea: AURC-US (Better Mortgage)
*By continuing to read this article you agree to the disclaimer at the bottom of this page. This is not financial or investment advice. Do your own...
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SMRT - Accounting vs. Reality
SmartRent’s 2Q was a bit of a head-scratcher. The significant growth in sales from 1Q didn’t carryover into 2Q, with top-line decelerating from...
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APLD - 4Q Review
APLD released 4Q earnings last night. The stock performed well, +14%. The key highlight was the huge guidance. In this post I will run through how...
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Carlisle (CSL-US) 1Q23 Update
Carlisle’s earnings came in a little soft in the quarter, driven mostly by a greater magnitude of de-stock than first anticipated and some weather...
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