Dante's Investing Ideas
Contributor since: 2013
Latest Articles
Fairway: Hard To See How A Private Equity Deal Works Here
Fairway: An Incompetent Management Team And Board
Fairway: Thoughts Post Earnings
Fairway: What To Expect From Tonight's Earnings Report
Fairway Group: Consumer Conferences As An Upside Catalyst
Lumber Liquidators Should Trade Around $50-70 A Share When The Smoke Clears
Lumber Liquidators: What Does It Mean When The CEO Resigns Unexpectedly?
Fairway - An Update And Thoughts On Deal Structure
Fairway: An Update From Analyst Day
Fairway Board Compensation: A Response To The Bloomberg Story
J.C. Penney: The News From Analyst Day Appears Good On Balance
Walter: Revisiting The Bull Case - The Price Is Lower, But The Upside Remains The Same
Walter Energy: What The Stock And Bond Prices Are Telling Us
Fairway: An Undervalued Brand And A Long-Term Takeover Candidate
J.C. Penney: Will The Stock Follow The Debt?
Walter Energy - A Massively Leveraged Option On A Recovery On Met Coal Prices
J.C. Penney: Invest Now With More Certainty
J.C. Penney: In The Long Term, A Lot More Room To Run
Giddy Up: J.C. Penney Could Hit $22 Sometime This Year
J.C. Penney: What To Expect From The Quarter
J.C. Penney: Sometimes The Market Gives You A Gift To Buy
J.C. Penney: Back By Popular Demand
J.C. Penney: The Bell Tolls For The Bears - Buy The Whole Capital Structure Up
J.C. Penney: What To Look For In Earnings
J.C. Penney: So Much Noise, And What The Retail CDS Is Telling Us
J.C. Penney: New Hires, Short Groupthink, And No Borrow Means No Borrow Part II
J.C. Penney: No Borrow At Any Price. A Primer On Shorting
J.C. Penney: Who Should You Believe, The Bulls Or The Bears?
J.C. Penney: The Sell Side Always Agrees At The Bottom
J.C. Penney: Positive Comps At Last, So Now We Know The Company's IR Is Bad
J.C.Penney: A Case Study In Poor IR, Time For Ullman To Step Down
Creating J.C. Penney At 2-3x EBITDA