Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
Educational articles written by full-time investors, including business breakdowns, interviews, and presentations.
SBBC expanded TRUBARs regional and national footprint and achieved its goal of 15,000 stores by year-end 2024 with TRUBAR sales increasing 77% over 2023.
Great stocks are a product of great fundamentals and great storytelling.
You came for the companies, but you will come back because of the investors you met.
When you take care of today, tomorrow takes care of itself.
The company recently gave guidance for 50% growth in 2025 and expects 50% contribution margin on incremental revenue as they scale.
Steinhardt was a fundamental stock picker, but he was short-term. He was also a top-down macro trader. He also shorted. He was so different. He didn’t fit in a box.