Catching up on a few situations

July 31, 2021July 31, 2021 / puppyeh / 7 Comments

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New idea

July 27, 2021July 27, 2021 / puppyeh / 43 Comments

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Fleshing out The Works investment case post FY results

July 26, 2021July 26, 2021 / puppyeh / 8 Comments

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A few more deep thoughts on Amerigo

July 20, 2021July 20, 2021 / puppyeh / 13 Comments

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A Golden Age of Event-Driven Investing? (pt 4)

July 13, 2021July 13, 2021 / puppyeh / 17 Comments

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Re-testing the reopening thesis

July 9, 2021July 9, 2021 / puppyeh / 17 Comments

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Some quick notes across the book

July 2, 2021July 2, 2021 / puppyeh / 16 Comments

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Catching up on a re-opening name

June 30, 2021July 3, 2021 / puppyeh / 23 Comments

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One more juicy re-opening trade for the book

June 25, 2021June 25, 2021 / puppyeh / 12 Comments

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Updates on UK re-opening name 2); Haier; and a few event trades

June 16, 2021June 16, 2021 / puppyeh / 21 Comments

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