This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
eml.ax
A fair few updates, and closing a chapter on one name
This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
EML post earnings: thesis playing out, gaining conviction
This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
Some updates on a couple of core positions
This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
Follow-up on latest idea
This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
EML Payments – fundamental value (w/ event kicker)
I have been working on this idea for the past few weeks and this will be a much longer article than usual. This one is going in the Fundamental Value bucket (though as usual there is an event/special-sits angle to it to catalyze value). I should also mention, this is a fairly complex business in … Continue reading EML Payments – fundamental value (w/ event kicker)