Peter Kaye
Contributor since: 2014
Company: Pelorus Capital
Latest Articles
Medicure - 3:1 Risk/Reward On A Near-Net/Net
Contura Energy Warrants: Double Discounts And 2.5x Returns
SA Interview: Focusing On The Numbers, Not Just The Story, With Peter Kaye
NXP Semiconductors: Undervalued Busted Merger
Tesla: An Updated Valuation
Workiva: Working For Profits
Polaris Infrastructure: Still 20% IRRs Over The Next 4-5 Years
Polaris Infrastructure: Mr. Market Knocks
Tesla: The Donald Trump Of Automakers
Tesla: You're All Missing The Point
Polaris Infrastructure: There's Still More To Go
St. Jude Medical: A Great Short With 2.5x Risk/Reward
Pershing Square: Something's Broken
Real Industry: CEO Loss Stings
Tesla: My Take On Earnings
Pelorus Capital: 3 Years Of Investing Lessons
Tesla: What's It Really Worth, Part Deux
Tesla Earnings: They Really Don't Matter
What We're Looking For In Caterpillar Earnings
Polaris Infrastructure: 100% Upside, And Get Paid 6% To Wait
Netflix: Why You Shouldn't Necessarily Rush In
Tesla: What Is The Car Brand Worth?
TIO Networks Q2 2016 Earnings Update
Tesla: What Is It Really Worth?
Pelorus Capital - Weekly Update - March 26th, 2016
Valeant Pharmaceuticals : A Sum Of The Parts Analysis
Pelorus Capital - Weekly Update March 18th, 2016
Real Industry, Inc.: Platform Value At Its Finest
Net 1 UEPS: Cash Flow Machine Set To Double
Pershing Square Holdings: Love Him Or Hate Him, Bill Ackman Is Worth Investing In
Grenville Strategic Royalty Corp.: A Lesson In Diversification With 60%+ Upside
TIO Networks: Low Risk, 100%+ Upside