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3 Follow-up Questions With Spencer Cibelli On Haypp Group
A new Thursday newsletter to go with our interview episodes!
Nov 30
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3 Follow-up Questions With Spencer Cibelli On Haypp Group
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Not So Deep Dive: Diageo Stock (Ticker: DEO)
Why is this alcohol leader in a 37% drawdown?
Nov 28
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Not So Deep Dive: Diageo Stock (Ticker: DEO)
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Sunday Finds + Thoughts on Individual Stocks and Flows
Podcasts on Smith & Wesson and the housing market this week!
Nov 26
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Sunday Finds + Thoughts on Individual Stocks and Flows
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Not So Deep Dive: Smith & Wesson Stock (Ticker: SWBI)
Is there any predictability to firearm demand in the United States?
Nov 21
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Not So Deep Dive: Smith & Wesson Stock (Ticker: SWBI)
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Sunday Finds + Thoughts on OpenAI Firing Sam Altman
Using pattern matching to avoid investing in shady characters
Nov 20
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Sunday Finds + Thoughts on OpenAI Firing Sam Altman
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Not So Deep Dive: MGM Resorts Stock (Ticker: MGM)
Online gambling, international expansion, and the sportsification of Las Vegas
Nov 14
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Not So Deep Dive: MGM Resorts Stock (Ticker: MGM)
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Sunday Finds + Thoughts On Coupang
Podcasts on British American Tobacco and Tractor Supply This Week
Nov 12
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Sunday Finds + Thoughts On Coupang
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Not So Deep Dive: British American Tobacco (Ticker: BTI)
Can the company successfully transition nicotine consumers away from cigarettes?
Nov 7
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Not So Deep Dive: British American Tobacco (Ticker: BTI)
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Sunday Finds + Thoughts on Match Group
Interview with the CEO of $RICK this week!
Nov 5
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Sunday Finds + Thoughts on Match Group
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October 2023
We're Closing Arch Capital
Don't worry, the podcast isn't going anywhere...
Oct 31
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We're Closing Arch Capital
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Sunday Finds (On Monday) + Thoughts on Buybacks
Pods on merger arbitrage and Dollarama this week
Oct 30
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Sunday Finds (On Monday) + Thoughts on Buybacks
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Not So Deep Dive: Dollarama Stock (DOL.TO)
The best kept secret in discount retail? Oh yah, it might be Canadian...
Oct 24
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Not So Deep Dive: Dollarama Stock (DOL.TO)
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