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Roku Finale: 20%-50% IRRs
Part III of III
Feb 10, 2022
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A Man In A Basement
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Roku Finale: 20%-50% IRRs
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Roku’s FAST Cash Flow
Part II of III
Feb 8, 2022
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A Man In A Basement
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Roku’s FAST Cash Flow
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Stuck in the Middle with (Rok)U
Part 1 of a 3 Part Series on $ROKU
Feb 3, 2022
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A Man In A Basement
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Stuck in the Middle with (Rok)U
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January 2022
Digital Turbine Part I - Sketchy Past, Bright Future?
4th post of the 500 hour project
Jan 7, 2022
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A Man In A Basement
3
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Digital Turbine Part I - Sketchy Past, Bright Future?
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November 2021
Update Post on $INDV, $CDLX and $MYPS
A homerun, a single and a balk
Nov 4, 2021
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A Man In A Basement
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Update Post on $INDV, $CDLX and $MYPS
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August 2021
Emerging Themes from Emerging Managers (and some veterans) - 2Q21
Synopsis from reading 117 Investor Letters (and counting)
Aug 16, 2021
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A Man In A Basement
2
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Emerging Themes from Emerging Managers (and some veterans) - 2Q21
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Playstudios ($MYPS) – Priced for catastrophe, gambling that its not so bad
Playstudios ($MYPS) – Priced for catastrophe, gambling that its not so bad
Aug 9, 2021
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A Man In A Basement
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Playstudios ($MYPS) – Priced for catastrophe, gambling that its not so bad
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July 2021
Cardlytics – Monopolizing an Evolving Adtech Niche
2nd Post of 500 Hours Project
Jul 29, 2021
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A Man In A Basement
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Cardlytics – Monopolizing an Evolving Adtech Niche
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First Post of 500 Hours Project! - Indivior ($INDV)
Indivior (INDV): The Pepsi of Opioid treatment, catalyst rich w/ >150% upside
Jul 11, 2021
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A Man In A Basement
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First Post of 500 Hours Project! - Indivior ($INDV)
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500 Hours Project
Sub-institutional investing by a Sub-terranean man
Jul 8, 2021
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A Man In A Basement
1
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500 Hours Project
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June 2021
The 500 Hour Project
Welcome to The 500 Hour Project - 8-10 institutionally constrained ideas vetted for 50 hours each over the course of a year In the meantime, tell your…
Jun 30, 2021
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A Man In A Basement
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The 500 Hour Project
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