Jeremy Raper
Latest Articles
Universal Entertainment Japan: The Cheapest Gaming Name You've Never Heard Of Could Be A Multi-Bagger
Tower International Update: Europe Ops Non-Sale Is Disappointing, But The Stock Is Now Far Too Cheap
Capital Structure Arbitrage: The Curious Case Of Peabody Energy
TimkenSteel: Imminent Dilution Is The Only Way Out
Monster Worldwide Update: Mea Maxima Culpa
Advanced Drainage Systems: Analyst Insanity Plus Accounting Issues Create A Fat-Pitch Short Opportunity
In Defense Of Aircraft Leasing (And Especially AerCap)
Behavioral Investing Case Study: Short Chipotle
Aercap: An Incredible Bargain Hiding In Plain Sight, 40-50% Upside (For Starters)
Monster Worldwide Update: Messy Quarter And Margin Guide-Down Obscures Solid Underlying Progress
Tower International Update: Potential Unit Sale Opens Path To 50%+ Upside
Tetragon Update: New Accounting, London Listing, Sizeable Buyback - It's 'Pound The Table' Time
Square: Does One Good Idea Make A Viable Business?
Monster Worldwide: Frightening History, But The Only Thing Scary Now Is The Upside
Alent PLC: Arbs Asleep At The Wheel Set Up Massively Asymmetric Short Bet
Perspectives On The VW Scandal
Quiksilver: A Quick Post-Mortem
Tower International: A 20% Forward FCF Yield With Multiple Ways To Win
Rayonier Advanced Materials: 50% Cheaper In One Day, But Look Before You Leap
Elizabeth Arden Update: Still Skeptical, But Time To Cover And Move On
Everyone Loves A Comeback - But Why?
Quick Update On Avolon
Tetragon Financial Group: It Won't Stay This Cheap Forever, 70% Upside To Fair Value
Some Idea Updates And A Few Additional Thoughts On The Airline Space
World Acceptance: Still Dancing For Now, But Is The Music About To Stop?
Quiksilver Update: After The Wipe-Out, Not Much Left For Shareholders
Why I Bought Greek Stocks Today
Yahoo: For Marissa Mayer The Clock Is Ticking (And That's A Good Thing For Shareholders)
Elizabeth Arden: The Business Could Be Bottoming, But Will It Ever Bounce?
Avolon Update: Impressive Q1 Execution, Valuation Gap Vs. Peers Will Continue To Narrow
Fortescue Metals Group: This Stock Is Living On Borrowed Time
Voltari Corp. And The Madness Of Crowds