Bruised, but not broken

Welcome to 2022! If you weren’t strapped in and hedged…

2y ago

Can Peloton (PTON) get back on track at current levels?

We are a global long-short fund manager, and in respect…

Nick Dekker 2y ago

The Plenitude Powerhouse

An abundance of wealth creation from Eni’s IPO of ‘Plenitude’.

Nick Dekker 2y ago

Peloton Fatigue

Peloton (PTON.US) has been a fascinating stock over the past…

Nick Dekker 2y ago

The Power of Wix

It's hard to imagine operating a business in today’s world…

Ming Su 2y ago

Bruised, but not broken

Welcome to 2022! If you weren’t strapped in and hedged…

2y ago

Can Peloton (PTON) get back on track at current levels?

We are a global long-short fund manager, and in respect…

Nick Dekker 2y ago

The Plenitude Powerhouse

An abundance of wealth creation from Eni’s IPO of ‘Plenitude’.

Nick Dekker 2y ago

Peloton Fatigue

Peloton (PTON.US) has been a fascinating stock over the past…

Nick Dekker 2y ago

The Power of Wix

It's hard to imagine operating a business in today’s world…

Ming Su 2y ago

Infinite ways to play

One our long positions is Playtika Holding Corp, which is…

Nick Dekker 2y ago

Is Teck Resources copper pivot a game changer?

Teck Resources (TECK) is best known as the second-largest seaborne…

Nick Dekker 2y ago

A short thesis on Intel

Intel Corp (XNAS: INTC) has experienced several setbacks in recent…