The 500 Hour Project

Roku Finale: 20%-50% IRRs

Part III of III

Feb 10, 2022 • 

A Man In A Basement

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4

Roku’s FAST Cash Flow

Part II of III

Feb 8, 2022 • 

A Man In A Basement

Stuck in the Middle with (Rok)U

Part 1 of a 3 Part Series on $ROKU

Feb 3, 2022 • 

A Man In A Basement

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2

January 2022

Digital Turbine Part I - Sketchy Past, Bright Future?

4th post of the 500 hour project

Jan 7, 2022 • 

A Man In A Basement

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November 2021

Update Post on $INDV, $CDLX and $MYPS

A homerun, a single and a balk

Nov 4, 2021 • 

A Man In A Basement

August 2021

Emerging Themes from Emerging Managers (and some veterans) - 2Q21

Synopsis from reading 117 Investor Letters (and counting)

Aug 16, 2021 • 

A Man In A Basement

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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 • 

A Man In A Basement

1

July 2021

Cardlytics – Monopolizing an Evolving Adtech Niche

2nd Post of 500 Hours Project

Jul 29, 2021 • 

A Man In A Basement

First Post of 500 Hours Project! - Indivior ($INDV)

Indivior (INDV): The Pepsi of Opioid treatment, catalyst rich w/ >150% upside

Jul 11, 2021 • 

A Man In A Basement

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5

500 Hours Project

Sub-institutional investing by a Sub-terranean man

Jul 8, 2021 • 

A Man In A Basement

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June 2021