Author’s note: in an effort to post more frequently, this Substack will start including idea lists, analysis of interesting situations, names that are worth watching for a better price or risk/return skew, & thematic trends tied back to single or a narrow basket of stocks.
Some of these posts will be more open ended & far less refined than the previous pitches, but they will hopefully prove useful as a jumping off point for further work or idea generation.
To this end, the attached sheet (& illegible screenshot) is a list of stocks (accompanied by raw notes) with an event angle- some more actionable and real than others.
Very excited for this turn.
Great stuff. Thanks for sharing