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Forfeiting $4M to Make $14M
Loan sharks turn misses into milestones with galaxy-brained accounting shenanigans
Jun 26
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Forfeiting $4M to Make $14M
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Quick Note: Papa Johns Takeout Order
Apollo PZZA takeout considerations for those looking for a slice of the action
Jun 12
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Quick Note: Papa Johns Takeout Order
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Case Study: Coupon Comeback
Groupon's 8x Return Since March 2023
Jun 5
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Case Study: Coupon Comeback
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May 2025
BWXT's Nuclear Strategy Approaches Critical Mass
Radiating Confidence (And Free Cash Flow)
May 23
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BWXT's Nuclear Strategy Approaches Critical Mass
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Jack on Track
Thinking outside the box and on the back of the napkin at $JACK in the Box
May 9
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Jack on Track
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April 2025
Case Study: Art of the Deal
aka "The Price is Wrong" - Happy Gilmore - CEO Anant Bhalla
Apr 26
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Case Study: Art of the Deal
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Quick Note: Two Takeout Ideas
Increasing the Incremental Odds of an Acquisition
Apr 17
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Quick Note: Two Takeout Ideas
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Quick Note: Insurance Brokers Exposed to Medicare Advantage
Taking Shelter in Healthcare
Apr 9
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Quick Note: Insurance Brokers Exposed to Medicare Advantage
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March 2025
The Ill-Gotten Gains Gazette 25Q1
Highlighting the most suspicious executive compensation decisions in 2025 Q1
Mar 28
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The Ill-Gotten Gains Gazette 25Q1
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Will it Blend?
Betting on Lower or Even Stable Rates
Mar 20
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Will it Blend?
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Case Study & Idea: Archer Hits Target
A Recurring Governance Pattern and a Potential Inflection Point
Mar 6
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Case Study & Idea: Archer Hits Target
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February 2025
Forbidden Fruit
New Apple iPhone contract for this semiconductor company coincides with 2H revenue ramp and incentive compensation
Feb 25
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Doug O'Laughlin
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Forbidden Fruit
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