Oct
19
EML Payments: Sinking share price ignores the float
4 min read
Michael Dean
Aug
29
Small, illiquid, uncertain, unknowable, with operating leverage
9 min read
May
31
Silvano Fashion: Negligée Russia risk
5 min read
May
12
Genie Energy: A quirky allocator?
4 min read
Apr
08
No view? You’re expressing a strong view
6 min read