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Everyone Bought the Shovels
Buying the AI build-out one level below the crowd. Initiating Element Solutions ($ESI).
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Building an Institutional-Grade Portfolio Tracker with AI
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My $3,000/Month AI Bill Led Me to the Best Deep Value in Tech
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Groupon AI: The Next Squeeze
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The Bottleneck Was Never the Finding
Everyone owns the glamorous parts of cyber. The unloved layer that actually stops breaches is mispriced.
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The Bezzle in the Banana Stand
Or: how a Long Island man bought a dead Nevada shell, called it an oil company, lectured me on GAAP, and accidentally caught my attention.
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Creditor-on-Creditor Violence
When a leveraged borrower starts to fail, the smart money doesn't lose—it takes. Inside liability management exercises and the legal art of…
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The Put That Pays Itself
How four executive make Stepstone the cleanest alt short.
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The Only Honest Part
Confessions in Small Font from KKR
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An Open Letter to the Board of Directors of Groupon, Inc.
Why Groupon is mispriced — and what the Board should do about it in the next 120 days.
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A Chip Shot
A tired little bazaar
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