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Commentary

The Perfect Combination of Private Equity and Income

Commentary |

Tim Melvin |

March 4, 2021

Let’s talk about business development companies today. For the record I love BDC’s. They are banks on steroids with a lot less regulation.  A business development company (BDC) is a public company that invests in entities that are too small…

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Commentary

Notes from the Florida Republic: The Issue (No. 4) with Elon Musk and Our Citizenship Test

Commentary |

Garrett Baldwin |

March 1, 2021

People ask me (Garrett Baldwin) all the time why I don’t invest in Tesla for the long term.  A few reasons…  They’re pretty obvious, even if you’ve taken down a bottle of McCallan on a Tuesday morning.  It’s trading as…

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Commentary, SPACs

Here’s Exactly How the Top Investors Are Trading SPACs

Commentary |

Tim Melvin |

February 22, 2021

As the SPAC explosion continues around us, I feel like something of a frustrated Prophet.

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Commentary

13F Discoveries: Bill Gates Dumps Tech, And A Small-Cap Growth Stock Worth Exploring

Commentary |

Tim Melvin |

February 22, 2021

It’s been one week since we hit the official deadline for 13Fs this month, giving me just enough time to make my rounds, read through each filing, and dive a little deeper into those that piqued my interest. With all…

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Commentary

Postcards from the Florida Republic: Part III

Commentary |

Garrett Baldwin |

February 19, 2021

As I’ve said before, the Florida Republic is a basic effort to stabilize after Washington forgets we exist (and vote).

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Commentary, SPACs

Want To Invest In SPACs? Stick To the Rules

Commentary |

Tim Melvin |

February 17, 2021

The level of misinformation and willful idiocy with SPACs borders on criminal.

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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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