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Month: January 2022
Refreshing The Works investment case post 1H numbers
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Update on Betterware post Jafra deal announcement
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Catching up on a few names, and a few position clean-ups
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New idea – Casper Sleep
There have been a number of requests for more short ideas, and fortuitously a stunningly asymmetric opportunity has cropped up in this vein. This is a very simple idea, and most timely, so I will try to keep the write-up as brief as necessity allows and answer any questions in the Q&A. Casper Sleep (Nasdaq: … Continue reading New idea – Casper Sleep
Quick update on Terracom
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Top five position discussion heading into 2022
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