Unlevered Investor
Contributor since: 2021
Articles
Bowlero: A Perfect (Short) Strike
Netflix: More Than A Streaming Company (AVoD Market TAM Adjustment)
The Duckhorn Portfolio: An In-Depth Analysis Of Risks And Opportunities
The Duckhorn Portfolio: A Must Have In A High-Inflation Environment
PayPal: Get Ready For $8T TAM Opportunity
Netflix: Get Ready For A Red Quarter
Medical Properties Trust: Attractive Valuation But With A Dark Side
Universal Health Realty Income: Attractive Valuation And Dividend Yield
Gaming and Leisure Properties Is Defensive, But Not Recession-Proof
VICI Or Not VICI. Not VICI
Bill Ackman Is Wrong Buying Now, Buy In This Range Instead
Palantir: 3 Factors To Be Aware Of Before Buying
Time To Invest In China: Alibaba Case (Fairly Valued)
Airbnb: Overvalued With Potential Downside Of 31%
Walmart: Lower Insulin Price Via Own Brand To Boost Brand Value And Valuation Multiples
Amazon: Undervalued With Potential Upside Of 25%
Palantir: Don't Buy Before Reading This
Apple: Winter Is Coming
Palantir: A Dilution Adjusted Value
ADTRAN: Growth Opportunities Likely To Be Priced In
Leslie's: Don't Buy Yet
CrowdStrike: Good Company, Expensive Valuation
Expedia: Reasons To Be Bearish
Telos: A Big Opportunity In A Big Market