Blogs
PAR: Monetizing the French Fry Workflow
PAR
Price at publish: $34.76
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Jan 7, 2026
Fiserv and the Tyranny of the Guidance Miss
FISV
Price at publish: $68.76
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Jan 6, 2026
📑 Intel (INTC) — The Endgame Narrative
INTC
Price at publish: $23.50
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Aug 21, 2025
💥 UNH: Wartime CEO + Buffett 🦉 Tepper 🐅 Burry 🐻 Load Up — $30M+ Insider Buys at Crisis Valuation
UNH
Price at publish: $308.49
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Aug 16, 2025
FLYW: Market’s Missing the Mega Upside in This Cash-Rich, Vertical SaaS Gem
FLYW
Price at publish: $11.14
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Jul 30, 2025
Kingsway Financial: Misunderstood, Misclassified — and Mispriced
KFS
Price at publish: $13.60
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Jun 8, 2025
This Is What the Smart Money Did In Q1 2025 While You Held the S&P.
May 26, 2025
Why Mohnish Pabrai is Betting Big on Valaris – The Hidden 10x Opportunity in Offshore Drilling
VAL
Price at publish: $38.33
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May 26, 2025
Black Gold Comeback: The Sable Offshore Asymmetric Bet
SOC
Price at publish: $33.02
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May 18, 2025
Why the Market Has Uber All Wrong: Autonomous Vehicles Are Uber’s Ultimate Tailwind
UBER
Price at publish: $91.79
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May 16, 2025
What could go wrong at Chagee (CHA)
CHA
Price at publish: $30.01
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May 15, 2025
From Real Estate to Berkshire 2.0: Ackman’s Big Bet on HHH
HHH
Price at publish: $71.65
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May 13, 2025
The Fall of Google’s Ad Tech Empire: DOJ Wins Landmark Antitrust Case – Who Benefits?
MGNI
Price at publish: $14.89
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May 8, 2025
Chagee: A Premium Tea Giant with Explosive Growth – But Is It Worth the Hype?
CHA
Price at publish: $30.66
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Apr 21, 2025
Intel’s Comeback: The $25 Million Bet That Could Reshape Silicon Valley
INTC
Price at publish: $19.85
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Apr 4, 2025
Pinduoduo (PDD), The Reluctant Buy You Can't Ignore
PDD
Price at publish: $117.98
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Mar 11, 2025
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