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Idea Roundup #10
Pulling back the lens a bit, and no good news for Intel.
5 hrs ago
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Idea Roundup #10
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August 2024
So, Your Stocks Are Down.
Some history-based thoughts on when to not listen to the financial media, and when to sit tight.
Aug 8
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So, Your Stocks Are Down.
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April 2024
Idea Roundup #9: Stop Trying To Make 'Bing It' A Thing
Plus: Gold to the moon? And are things really that bad at PayPal?
Apr 16
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Idea Roundup #9: Stop Trying To Make 'Bing It' A Thing
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Idea Roundup #8: It's Good To Be 2nd Place
Today we take a look at Microsoft, Disney, and more!
Apr 4
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Idea Roundup #8: It's Good To Be 2nd Place
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Join The Ironside Chat!
A private space for us to connect about investment ideas.
Apr 3
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Join The Ironside Chat!
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March 2024
Idea Roundup #7: We're Back, Baby!
Exploring the current state of Boeing, Apple, and more.
Mar 27
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Idea Roundup #7: We're Back, Baby!
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February 2024
Idea Roundup #6: Is Robinhood... a deal right now?
A quick look at a few interesting ideas from this week.
Feb 16
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Idea Roundup #6: Is Robinhood... a deal right now?
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Idea Roundup #5: An Offer They Want To Refuse
In this week's Roundup: Uber, Snap, and more. Plus, Adam Neumann wants to buy WeWork.
Feb 8
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Idea Roundup #5: An Offer They Want To Refuse
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MasterCraft: A Beaten Down Stock With a 22% FCF/EV yield
The pessimism on MasterCraft seems to reflect economic assumptions that are no longer likely to come to pass.
Feb 5
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MasterCraft: A Beaten Down Stock With a 22% FCF/EV yield
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January 2024
Idea Roundup #4
"Hi... I'm in Delaware" -- Wayne Campbell (and Elon Musk, probably). This week's roundup includes thoughts on Snowflake, Tesla, and more!
Jan 31
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Idea Roundup #4
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Idea Roundup #3
The latest roundup of some of this week's most interesting ideas in a brief summary format.
Jan 27
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Idea Roundup #3
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This Self-Funding Small Cap Company Has Huge Upside Potential
Diving into Franklin Covey, a corporate training company with a robust and unique suite of offerings.
Jan 25
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This Self-Funding Small Cap Company Has Huge Upside Potential
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