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The American consumer squeeze
May CPI coming in hot?
Jun 10, 2022
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Belgium Post
Boring- how I like it.
Jun 6, 2022
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Belgium Post
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May 2022
It's playing out how we expected
Inflation Situation 1 is playing out. Lets recap
May 19, 2022
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It's playing out how we expected
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Trean Insurance Group - Updated
The most undervalued company out there
May 19, 2022
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Trean Insurance Group - Updated
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March 2022
Trean Insurance Group
Value land
Mar 17, 2022
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Transglobe energy final update
I am closing most of my position because I feel like we may be at peak oil. I climbed into TGA on the 9th of March 2021 at around $1.60 and I am selling…
Mar 9, 2022
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Impala Platinum
Russia, sanctions, commodities and palladium
Mar 2, 2022
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Impala Platinum
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February 2022
EZCorp Update
Trade within a range
Feb 23, 2022
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EZCorp Update
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January 2022
Transglobe Energy Update
Ratification update
Jan 26, 2022
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Transglobe Energy Update
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December 2021
Discounting cash flows
Why growth companies are inherently more risky vs value companies
Dec 26, 2021
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Discounting cash flows
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November 2021
Aaron's Company Inc
What is "Margin of Safety"
Nov 23, 2021
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Merrily down the stream
Row your boat
Nov 9, 2021
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Merrily down the stream
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