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Revisiting another old friend, for another juicy trade
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Raper Capital weekly update: September 10, 2023
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Updates on a few names: Calumet, Bathurst, PBIT
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Raper Capital weekly update: September 3, 2023
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The latest on the Aussie childcare names, and FAR
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EML post earnings: thesis playing out, gaining conviction
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Raper Capital weekly update: August 27th, 2023
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Post-earnings thoughts on PAC, SMR, HRBR – and a new opportunity at Raper Capital!
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A few quick updates on a number of names
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