Blogs

Kingsway Financial: Misunderstood, Misclassified — and Mispriced

Kingsway Financial: Misunderstood, Misclassified — and Mispriced

Jun 8, 2025

This Is What the Smart Money Did In Q1 2025 While You Held the S&P.

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

Why Mohnish Pabrai is Betting Big on Valaris – The Hidden 10x Opportunity in Offshore Drilling

May 26, 2025

Black Gold Comeback: The Sable Offshore Asymmetric Bet

Black Gold Comeback: The Sable Offshore Asymmetric Bet

May 18, 2025

Why the Market Has Uber All Wrong: Autonomous Vehicles Are Uber’s Ultimate Tailwind

Why the Market Has Uber All Wrong: Autonomous Vehicles Are Uber’s Ultimate Tailwind

May 16, 2025

What could go wrong at Chagee (CHA)

What could go wrong at Chagee (CHA)

May 15, 2025

From Real Estate to Berkshire 2.0: Ackman’s Big Bet on HHH

From Real Estate to Berkshire 2.0: Ackman’s Big Bet on HHH

May 13, 2025

The Fall of Google’s Ad Tech Empire: DOJ Wins Landmark Antitrust Case – Who Benefits?

The Fall of Google’s Ad Tech Empire: DOJ Wins Landmark Antitrust Case – Who Benefits?

May 8, 2025

Chagee: A Premium Tea Giant with Explosive Growth – But Is It Worth the Hype?

Chagee: A Premium Tea Giant with Explosive Growth – But Is It Worth the Hype?

Apr 21, 2025

Intel’s Comeback: The $25 Million Bet That Could Reshape Silicon Valley

Intel’s Comeback: The $25 Million Bet That Could Reshape Silicon Valley

Apr 4, 2025

Pinduoduo (PDD), The Reluctant Buy You Can't Ignore

Pinduoduo (PDD), The Reluctant Buy You Can't Ignore

Mar 11, 2025

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