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Raper Capital weekly update: September 17, 2023

September 18, 2023September 18, 2023 / puppyeh / Leave a comment

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Revisiting another old friend, for another juicy trade

September 13, 2023September 13, 2023 / puppyeh / 49 Comments

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Raper Capital weekly update: September 10, 2023

September 11, 2023September 11, 2023 / puppyeh / Leave a comment

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Updates on a few names: Calumet, Bathurst, PBIT

September 9, 2023September 9, 2023 / puppyeh / 10 Comments

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Raper Capital weekly update: September 3, 2023

September 3, 2023September 3, 2023 / puppyeh / 3 Comments

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The latest on the Aussie childcare names, and FAR

September 2, 2023September 2, 2023 / puppyeh / 4 Comments

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EML post earnings: thesis playing out, gaining conviction

September 1, 2023September 1, 2023 / puppyeh / 13 Comments

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Raper Capital weekly update: August 27th, 2023

August 29, 2023August 29, 2023 / puppyeh / 5 Comments

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Post-earnings thoughts on PAC, SMR, HRBR – and a new opportunity at Raper Capital!

August 26, 2023August 26, 2023 / puppyeh / 11 Comments

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A few quick updates on a number of names

August 21, 2023August 21, 2023 / puppyeh / 29 Comments

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