Mentions18
Posts11
Latest post10 Sept 2026
TransAct Technologies IncorporatedThirty Years of Nothing: Our suggestions to fix the egregious Governance concerns at TransAct Technologies(TACT) and to drive shareholder value-10 Sept 2026
TransAct Technologies IncorporatedThirty Years of Nothing: Our suggestions to fix the egregious Governance concerns at TransAct Technologies(TACT) and to drive shareholder value-10 Sept 2026
monday.com Ltd.Mini Memo: Why I am considering going long MNDY-25 May 2026
monday.com Ltd.Mini Memo: Why I am considering going long MNDY-25 May 2026
Clarus CorporationAn undervalued 100m left-for-dead company where a dedicated activist could create meaningful shareholder value with what we think is a conservative 60% upside.-2 May 2026
Clarus CorporationAn undervalued 100m left-for-dead company where a dedicated activist could create meaningful shareholder value with what we think is a conservative 60% upside.-2 May 2026
Gravity Co., Ltd.Some victory laps + updating some trade hedging ratios to manage risk properly, along with some colour on what's coming soon.-13 Aug 2025
MarketWise, Inc.Some victory laps + updating some trade hedging ratios to manage risk properly, along with some colour on what's coming soon.-13 Aug 2025
Thumzup Media CorporationSome victory laps + updating some trade hedging ratios to manage risk properly, along with some colour on what's coming soon.-13 Aug 2025
Gravity Co., Ltd.Some victory laps + updating some trade hedging ratios to manage risk properly, along with some colour on what's coming soon.-13 Aug 2025
MarketWise, Inc.Some victory laps + updating some trade hedging ratios to manage risk properly, along with some colour on what's coming soon.-13 Aug 2025
U.S. Global Investors, Inc.Some victory laps + updating some trade hedging ratios to manage risk properly, along with some colour on what's coming soon.-13 Aug 2025
Thumzup Media CorporationSome victory laps + updating some trade hedging ratios to manage risk properly, along with some colour on what's coming soon.-13 Aug 2025
GungHo Online Entertainment, Inc.Why I'm bullish on a few Asian Video game makers with a clear catalyst ahead, and how I'm structuring the trade to hedge out some governance risks.-7 Aug 2025
GungHo Online Entertainment, Inc.Why I'm bullish on a few Asian Video game makers with a clear catalyst ahead, and how I'm structuring the trade to hedge out some governance risks.-7 Aug 2025
Gravity Co., Ltd.Why I'm bullish on a few Asian Video game makers with a clear catalyst ahead, and how I'm structuring the trade to hedge out some governance risks.-7 Aug 2025
Gravity Co., Ltd.Why I'm bullish on a few Asian Video game makers with a clear catalyst ahead, and how I'm structuring the trade to hedge out some governance risks.-7 Aug 2025
U.S. Global Investors, Inc.A peek into the Ragnarok Portfolio: Two of my short-term long trades and the rationale behind my holdings + my crude hedging strategies to manage risk-6 Aug 2025