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Under The Hood

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Latest post22 Sept 2026
Aris Mining CorporationWhen 1 + 1 > 2 in Gold Mining-22 Sept 2026
Caledonia Mining Corporation PlcWhen 1 + 1 > 2 in Gold Mining-22 Sept 2026
Deutsche Bank AktiengesellschaftThe People's Car, Priced Like Scrap-21 Jul 2026
Volkswagen AGThe People's Car, Priced Like Scrap-21 Jul 2026
Molina Healthcare, Inc.Stuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
Centene CorporationStuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
Dollar Tree, Inc.Stuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
United Natural Foods, Inc.Stuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
Deutsche Bank AktiengesellschaftStuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
Citigroup Inc.Pattern Recognition in Turnarounds-22 May 2026
Deutsche Bank AktiengesellschaftPattern Recognition in Turnarounds-22 May 2026
Fiserv, Inc.Pattern Recognition in Turnarounds-22 May 2026
Alexandria Real Estate Equities, Inc.Biotech Winter, Not Ice Age: The Bull Case for Alexandria at a Fire Sale-13 May 2026
Fiserv, Inc.Throw Baby Out with "FinTech" Bathwater-23 Apr 2026