Long Hill Road Capital
Contributor since: 2016
Latest Articles
Why I Focus On 'Inevitables'
Spotify Baking In More Reasonable Expectations At $120 Than $195
Amazon: Perhaps Slower Growth But Huge Margin Expansion To Come
Value Tough To Pin Down
TripAdvisor Is Still Cheap, But Liberty TripAdvisor Is Cheaper
Why Scenario Analysis?
Market Volatility Means Opportunity, Not Risk
Amazon Scenario Analysis Suggests Stock Worth Near $2,100 In Base Case
How Does Value Investing Work In 2018?
Why I Passed On U-Haul's Parent Company
Why Compounders?
Chipotle: Widespread 'Queso Is A Disaster' Consensus Could Be Flawed
Long Hill Road Capital Launches Bargain-Priced Compounders SA Marketplace Subscription Service
TripAdvisor: Expect Either A New Buyback Plan Or A Sale Of The Company
SA Interview: Investing In Compounders At A Discount With Long Hill Road Capital
TripAdvisor Is Screaming Cheap Any Way You Slice It
Dover Motorsports: A Special Situation With A Catalyst
TripAdvisor Deeply Mispriced Due To Temporary Headwinds And Tax-Loss Selling
Dover Motorsports Would Be An Easy Double... On One Condition
Chiptopia's Incremental Economics Should Jumpstart Sales And Profits