Archive - Purple Floyd

The American consumer squeeze

May CPI coming in hot?

Jun 10, 2022 •

Boring- how I like it.

Jun 6, 2022 •

May 2022

It's playing out how we expected

Inflation Situation 1 is playing out. Lets recap

May 19, 2022 •

Trean Insurance Group - Updated

The most undervalued company out there

May 19, 2022 •

March 2022

Trean Insurance Group

Mar 17, 2022 •

Transglobe energy final update

I am closing most of my position because I feel like we may be at peak oil.

Mar 9, 2022 •

Impala Platinum

Russia, sanctions, commodities and palladium

Mar 2, 2022 •

February 2022

Trade within a range

Feb 23, 2022 •

January 2022

Transglobe Energy Update

Ratification update

Jan 26, 2022 •

December 2021

Discounting cash flows

Why growth companies are inherently more risky vs value companies

Dec 26, 2021 •

November 2021

Aaron's Company Inc

What is "Margin of Safety"

Nov 23, 2021 •

Merrily down the stream

Nov 9, 2021 •

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