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Weekend musings on Capricorn and Calumet

August 14, 2022August 14, 2022 / puppyeh / 7 Comments

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More post-earnings updates: Air Wisconsin (HRBR)

August 12, 2022August 12, 2022 / puppyeh / 10 Comments

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Post-earnings thoughts: Turquoise Hill (and re-structuring one other existing trade)

August 8, 2022August 8, 2022 / puppyeh / 21 Comments

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Post-earnings thoughts: Calumet

August 7, 2022August 7, 2022 / puppyeh / 11 Comments

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Coming back to ResApp, and one more positioning update

August 4, 2022August 4, 2022 / puppyeh / 37 Comments

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One more nice Spirit Airlines trade, and a Far Limited update

July 29, 2022July 29, 2022 / puppyeh / 8 Comments

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A couple of updates

July 27, 2022July 27, 2022 / puppyeh / 24 Comments

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Weekend musings on Twitter and Unit Corp

July 24, 2022July 24, 2022 / puppyeh / 28 Comments

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More updates, closures, and some re-openings

July 21, 2022July 21, 2022 / puppyeh / 61 Comments

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Closing the book on a couple of positions

July 19, 2022July 19, 2022 / puppyeh / 16 Comments

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