February 26, 2018


Over the years, there have been multiple studies that show dramatic operational performance improvements at companies in the first few years after a spin-off. There are many theories for trend, but it likely comes down to a combination of; management being directly able to direct capital allocation, more focused and more rapid operational decision making, directly tying equity compensation to the actions of management ... Read More
Categories: Investments
Positions Mentioned: VMD CN
February 22, 2018

Bubbles Everywhere…

About a year ago, I read The Great Beanie Baby Bubble by Zac Bissonnette. It details how basic human greed, an artificial sense of scarcity and newly created technology like eBay, were used to artificially inflate re-sale prices and convince otherwise intelligent humans to sink their life savings into plush toys that were being created by the millions at a price-point measured in the ... Read More
Categories: Comments On Events
Positions Mentioned: None
February 5, 2018

You All Asked For It (AIM Update)

New year—new website—same rules here. Look; I’m not a registered financial advisor and I am certainly not YOUR financial advisor. However, I feel confident in saying that if you do not know why you own a stock and cannot analyze news releases, you probably shouldn’t own that stock. Since Thursday morning, I have received over 100 emails from people regarding Aimia Inc (AIM – ... Read More
Categories: Investments
Positions Mentioned: AIM CN
January 24, 2018

Kuppy Sighting…

I will be speaking at the Seraph Global Investment Summit in Austin, Texas from March 5-8. More importantly, it’s an excuse to go to Austin and check out a place that I’ve always wanted to visit. If you want to come along, click this link and sign up. https://seraph.vc/2018-seraph-austin-meet-up/ Ohh… there will also be many other smart people speaking there as well. Kuppy
Categories: Travels
Positions Mentioned: none
January 8, 2018


US Bankruptcy can be a very rewarding process for a company. Unprofitable contracts are eliminated and debt is reduced. For a cyclical, capital intensive and commodity industry, bankruptcy can be a godsend. Look at Tidewater (TDW – USA), an operator of Offshore Service Vessels (OSVs) used in oil production. Through bankruptcy, it’s eliminated all of its in-chartered vessels, reducing expenditures on leases at a ... Read More
Categories: Investments
Positions Mentioned: TDW
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