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Expensify (EXFY)
Expense Reports That Don't Suck
Dec 31, 2021
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Dubra
7
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Semrush (SEMR)
Almost certainly a Stock That Goes Up (STGU)
Jun 18, 2021
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Dubra
19
Wallstreetbets: The New Kids On The Block
2020 has been a hell of a year in the financial markets. We’ve seen the lowest of lows in February and March and what feels like the highest highs in…
Nov 28, 2020
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Dubra
15
Grayscale Bitcoin Trust: A Cryptographic Roach Motel
November 29, 2020 Update: Guggenheim’s $4.87 billion Macro Opportunities Fund has filed with the SEC to allow it to invest up to 10% of AUM into GBTC.
Nov 27, 2020
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Dubra
4
Peloton: Remote Leverage
In previous posts we have talked at length about the importance of leverage in business and business quality.
Nov 24, 2020
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Dubra
6
Implicit Leverage: Stock Based Compensation
In the last post - When STGU Go Down: An Unlikely Case Study - we examined Medifast, which is a company I described as a bad business that benefits from…
Jul 5, 2020
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Dubra
7
When STGU Go Down: An Unlikely Case Study
STGU: Stocks That Go Up | STGD: Stocks That Go Down
Jul 3, 2020
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Dubra
4
Stocks That Go Down: A Case Study
You’ll remember in the first post - The Anatomy of Stocks That Go Up - I said that stocks that go down (STGD) typically exhibit combinations of three…
Jun 30, 2020
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Dubra
9
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