The Making of a Market Maker
From refugee to billionaire: How Thomas Peterffy built a $100B+ empire through relentless innovation.
Kerrisdale Capital is Short Coreweave (CRWV)
Kerrisdale dives into their heavy leverage, no moat, extreme concentration, and flawed unit economics. They see the downside risk around 90%.
Applying Mauboussin’s Framework to 3 Stock Crashes
Using Mauboussin’s 6-question framework on drawdowns to see if Adobe, Novo Novo Nordisk, and Gregg’s recent drawdowns present an opportunity or increased risks.
Renowned Investor Bill Nygren’s Value Playbook for Today’s Market and Trends
Bill sees the S&P 500 more like “a concentrated tech growth fund” and why he sees significant opportunities in companies trading below 14x earnings.