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Author: puppyeh
Post-2Q portfolio name earnings wrap (part 1)
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Updated thoughts on SNEX post 2Q earnings
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Two near-term earnings trades I love – part two
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Two near-term earnings trades I love – part one
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Updated thoughts on a few active positions
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Guillemot: scrubbing the numbers post blowout 2Q, still >50% upside
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Guillemot: it may not quite double, but it should get close
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Checking in on the aircraft leasing sector
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This US-listed equity stub has 4-5 bagger potential through asset sale and ‘good co/bad co’ structure unlock
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