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Some updates across the book, plus revisiting Endor

January 21, 2021January 21, 2021 / puppyeh / 19 Comments

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New idea

January 14, 2021January 15, 2021 / puppyeh / 35 Comments

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Positioning updates

January 14, 2021January 14, 2021 / puppyeh / 9 Comments

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Update on recent arb idea; more positioning updates across the book

January 6, 2021January 12, 2021 / puppyeh / 40 Comments

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Special situations corner (4): the juiciest (potential) arb I have ever seen, 83-160% upside as arb closes

December 29, 2020December 29, 2020 / puppyeh / 52 Comments

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Positioning updates, and review of 2020 long book performance

December 27, 2020December 27, 2020 / puppyeh / 18 Comments

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Update on event-driven trades; one new event-driven idea; and breakdown of non-equity performance in 2020

December 22, 2020December 22, 2020 / puppyeh / 15 Comments

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Undiscovered European growth gem: multi-bagger upside ripe for the picking

December 15, 2020December 15, 2020 / puppyeh / 66 Comments

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Raper Capital year in review: overall performance + general observations

December 11, 2020December 11, 2020 / puppyeh / 18 Comments

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SNEX quick update pre conference call

December 10, 2020December 10, 2020 / puppyeh / 8 Comments

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