Archive - Due Your Diligence

The End of Due Your Diligence

A thank you and farewell

Mar 20, 2023 •

February 2023

Stock Pitch: Paramount

Media operator with slashed estimates seeing its fundamentals improve

Feb 14, 2023 •

Stock Pitch: Skyline Champion (SKY)

Market leader in fundamentally changed manufactured housing industry

Feb 3, 2023 •

January 2023

Stock Pitch: Carrier (CARR)

Leading HVAC & refrigeration company that I believe will grow faster than the market expects.

Jan 11, 2023 •

September 2022

One-Page Stock Pitch: SP Plus

Parking management operator expanding market share amid a parking space shortage

Sep 29, 2022 •

One-Page Stock Pitch: Bloomin' Brands

Restaurant operator at a depressed valuation has positive potential developments

Sep 12, 2022 •

May 2022

Opportunities at Escalade

Capitalizing on niche sports going mainstream

May 16, 2022 •

A Facebook Post-Mortem

Reviewing my analysis and my shortcomings

May 9, 2022 •

April 2022

Interview With the CEO of Verde Agritech

Learning about the potash market with Cristiano Veloso

Apr 20, 2022 •

33:15

March 2022

Hycroft Mining's Retail Trader Scam

How Hycroft Mining is ripping off individual investors to the tune of millions

Mar 21, 2022 •

At Least For Now

Mar 14, 2022 •

Can the Spending Spree in Vegas Last?

Also covering commodity sensitivity multipliers!

Mar 7, 2022 •

25:10

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts