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Restaurant Brands International
An Ackman Restaurant Bet
Feb 3
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Coale
2
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Restaurant Brands International
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December 2024
Contract Research Organizations and Fortrea
The Special Situation CRO
Dec 31, 2024
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Coale
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Contract Research Organizations and Fortrea
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November 2024
Svitzer
A Toll Road on Maritime Shipping
Nov 8, 2024
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Coale
2
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Svitzer
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September 2024
Dollar General Corporation
An Overly Discounted Discount Retailer
Sep 19, 2024
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Coale
8
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Dollar General Corporation
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2
September 2023
An Update #2
College applications are really annoying
Sep 1, 2023
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Coale
2
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An Update #2
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June 2023
PDD Holdings (Pinduoduo)
A 4th Grade Yao Ming
Jun 20, 2023
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Coale
3
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PDD Holdings (Pinduoduo)
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March 2023
The Importance of Being Idle
How to best construct a portfolio
Mar 15, 2023
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Coale
1
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The Importance of Being Idle
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December 2022
Mo-BRUK
A great company in a trashy industry
Dec 27, 2022
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Coale
3
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Mo-BRUK
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Domino's Pizza Group
Thank you Liz Truss!
Dec 18, 2022
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Coale
1
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Domino's Pizza Group
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November 2022
An Update
because I'm lazy and very busy
Nov 16, 2022
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Coale
2
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An Update
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2
August 2022
Black Knight-Intercontinental Exchange
My Favorite Work-Out Play
Aug 20, 2022
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Coale
3
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Black Knight-Intercontinental Exchange
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1
Valvoline
The next Autozone?
Aug 10, 2022
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Coale
2
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Valvoline
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