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Author: puppyeh

Cleaning up the book into year end, and a couple more thoughts

December 6, 2020December 6, 2020 / puppyeh / 1 Comment

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Special situations corner (3): a deep value (but actionable) event situation gem in small-cap Japan

November 27, 2020November 27, 2020 / puppyeh / 12 Comments

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More earnings, more updates

November 24, 2020November 24, 2020 / puppyeh / 10 Comments

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Some more updates across the board

November 18, 2020November 18, 2020 / puppyeh / 24 Comments

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Special situations corner (2): the Great Canadian Gaming heist

November 14, 2020November 14, 2020 / puppyeh / 33 Comments

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Betterware de Mexico: time to pound the table

November 10, 2020November 10, 2020 / puppyeh / 32 Comments

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Betterware earnings update: absolute blowout

November 6, 2020November 6, 2020 / puppyeh / 6 Comments

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Updated thoughts on Legacy Acquisition, Endor, and Westshore

November 5, 2020November 5, 2020 / puppyeh / 2 Comments

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More updates on a busy Monday

October 26, 2020October 26, 2020 / puppyeh / 11 Comments

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Position updates/commentaries across the board

October 21, 2020October 21, 2020 / puppyeh / 1 Comment

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