A Warning To The Compounder Bros…
Once a quarter, I spend a Sunday reading through all the quarterly fund letters that have accumulated in my inbox. … Read more
Adventures in Capitalism
Did The Market Actually Recover From COVID-19…??? oject Zimbabwe
Here’s the head-scratcher; On one side, we have wave 2 of COVID-19, complete with new restrictions in multiple counties and … Read more
PG&E Corporation (PCG) Exits Bankruptcy…
PG&E Corporation (NYSE:PCG) is an industry leader in arson and manslaughter. They also do something with electricity. PCG filed for … Read more
Won’t They Add More Boats…?
Reader: …But Kuppy, won’t they build more boats and crush rates? Me: With what money? Shipping is a highly cyclical … Read more
Calculating Tesla’s Cash Balance EOQ; Musk’s Shenanigans
Sorry there’s so much Tesla in the March edition of Ask Kuppy, but that’s all readers seem to care about… … Read more
The Spread Between Growth And Value Has Gotten Crazy…
If you had to distill today’s stock market down to one overriding narrative, it would be the flow of capital … Read more
End Of The Road…
All Ponzi schemes follow a basic rule; as long as more money is coming in than out, the scheme can … Read more
Bailing Out Member States: The European (Dis)Union
Over the years, my good friends at Capitalist Exploits (I highly recommend subscribing) have put together a number of outstanding … Read more
Hedge Fund Armageddon
Like all industries, the hedge fund industry is highly cyclical. 2018 is proving to be a catastrophe for many of … Read more
JOE, Tesla, AIM, Tidewater And More
Thought I’d answer some questions I’ve received lately. Sorry for the Tesla overload. After this, I’m back to my normal … Read more
PSO = Peak Shale Optimism
Ever since oil prices collapsed in 2014, there has been an underlying belief that oil prices could not go up … Read more
The Next Enron?
Guys–I’m clearing out a very over-loaded email box, before I head to Italy on Monday for three weeks of being … Read more
Time To Grab My Pitchfork (AIM Edition)
I have written about Aimia (AIM- Canada) a few times now (article 1, article 2, article 3). For a summary, … Read more
Tesla Inc (TSLA) Meets George Soros
Before George Soros focused his energies on undermining Western Society, he wrote a book detailing his theory of reflexivity. Reflexivity … Read more
Beanie Baby Bubble Redux?
About a year ago, I read The Great Beanie Baby Bubble by Zac Bissonnette. It details how basic human greed, … Read more