In early October of this year, I gave a Red Flags speech at the Traders4ACause charity event at Wynn Resorts in Las Vegas. I was honored to have spoken alongside Sahm Andrangi (@KerrisdaleCapital), Jon Najarian (@jonnajarian), Ryan Sellers (@openoutcrier), Andrew […]
We pride ourselves on being information arbitragers, on using understanding gleaned from research and listening and “turning over rocks” to quote Peter Lynch. We try to remain agnostic in terms of our position bias (even if we have developed a reputation […]
Joel Tillinghast’s new book “Big Money Thinks Small” was just published, with a foreword by the great Peter Lynch. We have our staff reading it and will post insights to this post over the next week. But for almost 30 […]