LL Flooring - A Fantastic Asymmetric Opportunity
I'm going to make this one really quick because I think the thesis is simple. $LL has been on a massive decline over the past few years....
top of page
Beat Wall Street Professionals At Their Own Game
"We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful"
- Warren Buffett
Ideas. Conviction. Results.
Special Situations
Investments generated from specific corporate actions outside the realm of typical market sentiment.
Value Ideas
Deep value and contrarian investing ideas typically with a 12 - 24 month time horizon
Market Musings
General commentary on market events, corporate transactions, and macro developments
Recent Posts
Never Miss a New Post.
Contact
bottom of page