Home | The Retail's Edge

Ideas. Conviction. Results.

Investments generated from specific corporate actions outside the realm of typical market sentiment.

Deep value and contrarian investing ideas typically with a 12 - 24 month time horizon

General commentary on market events, corporate transactions, and macro developments

Wow. What a few days it's been. Crytpo soaring, then crypto crashing. Tech flying, then tech crashing. Inflation woes. You name it, it's...

This is going to be a quick special situation post. First, what is a special situation? Glad you asked. Special situations are...

I like to invest in asymmetric bets with tons of upside and very little downside. While the market is talking about big ticket...