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Broken Business Sold
Qurate Retail dumps money losing Zulily and instantly reduces leverage ratios and improves EBITDA and Free Cash Flow
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Grit Alpha
Bonds
I spent my entire career investing in public equities. Nothing complex. Just buying small companies for a discount to their implied intrinsic value. I’m…
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Grit Alpha
Let's Talk About Oil
Good morning everyone. Oil and gas continues to be one of the most volatile sectors to invest in. Despite the volatility I continue to hold a meaningful…
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Grit Alpha
1
Ongoing Sale
Strategic alternatives still ongoing with meaningful upside over the next 12 months and management sells the remaining division
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Grit Alpha
Insider Buys
The best insider buys of the week
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Grit Alpha
1
Sell
I have written this name up twice in the past twelve months. The stock has done well since both write-ups. At the peak we are up 25% or so in less than…
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Grit Alpha
Catalyst In One Day
Tomorrow will be an exciting day. We will get to see if the catalyst on this stock I have been talking about for two weeks actually comes true. If it…
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Grit Alpha
Land Bank 2.0
I’ve talked extensively about owning raw land as a potential inflationary hedge. Should we go Weimar 2.0 owning assets that bureaucrats cannot print…
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Grit Alpha
When Will The Fed Lower?
Good morning. I hope everyone had a great weekend. Looks like summertime is here, which typically means less volatility in the marketplace. There are a…
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Grit Alpha
1
Updates On Title 42
Currently one of my largest positions has an “event catalyst” in less than a two weeks. The event is the removal of Title 42 at the Southern Border of…
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Grit Alpha
1
Earning Call Notes
One of my largest positions reported last night. Their earnings call was today. This is one of my favorite industries. I think it has significant upside…
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Grit Alpha
April 2023
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