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Deep Dives

Commentary, Deep Dives

Your Favorite Hedge Fund Manager’s Favorite Hedge Fund Manager

Commentary |

David |

July 25, 2023

In the world of Wall Street, people make mistakes all the time. The financial analyst who whiffed on a stock and lost a client… The quant who failed to recognize the small formula error in their spreadsheet… The OTC broker…

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Commentary, Deep Dives

Join This Little-Known Investor That’s Shaking Up the Microcap Market

Commentary |

David |

April 25, 2023

In August of 1988, Kevin Rendino walked onto the Merrill Lynch trading floor in New York City’s World Financial Center for the very first time. Like many others starting their two-year analyst program, Kevin was in love with the stock…

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Commentary, Deep Dives

How To Seize A Warship In The 21st Century

Commentary |

David |

July 21, 2021

On June 2, 2012, the three-masted, steel-hulled ARA Fragata Libertad set sail from Buenos Aires, Argentina to make its annual training voyage. Recent graduates from the Escuela Naval de Argentina were on board, along with 69 members of the Argentine…

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Commentary, Deep Dives

MPLX: A Bargain Inside a Hated Industry

Commentary |

David |

February 16, 2021

Renewable energy is the next big thing. Everybody knows that. It will replace all that dirty old oil, gas, and coal… and the world will be a brighter, cleaner place starting at about noon next Wednesday. That’s the story we…

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