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Next writeup has been delayed...
Good morning to you.
Feb 4
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Nick
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Next writeup has been delayed...
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January 2025
Crocs (NASDAQ: CROX)
Ah yes, Crocs (NASDAQ: CROX).
Jan 7
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Nick
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Crocs (NASDAQ: CROX)
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Going paid
Good morning and Happy 2025!
Jan 2
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Nick
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Going paid
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December 2024
FY2024 Update on Valvoline (NYSE: VVV)
This post serves as an update on Valvoline (NYSE: VVV).
Dec 20, 2024
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Nick
5
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FY2024 Update on Valvoline (NYSE: VVV)
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2
Vente-Unique (EPA: ALVU)
Vente-Unique (EPA: ALVU) is an online seller and marketplace of furniture and home furnishings in Europe.
Dec 3, 2024
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Nick
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Vente-Unique (EPA: ALVU)
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November 2024
Sleep Cycle (SLEEP.ST)
Featuring notes from my conversation with Jessica Grunewald at Redeye
Nov 5, 2024
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Nick
6
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Sleep Cycle (SLEEP.ST)
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October 2024
Q3 2024 Update on Esquire Bank
This post is an update on Esquire Bank’s Q3 2024.
Oct 25, 2024
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Nick
2
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Q3 2024 Update on Esquire Bank
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Q3 2024 Update on Plumas Bancorp (NASDAQ: PLBC)
This post is an update on Plumas Bancorp’s Q3 2024.
Oct 18, 2024
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Nick
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Q3 2024 Update on Plumas Bancorp (NASDAQ: PLBC)
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Chobe Holdings Limited (BSE: CHOBE) Part 2
Finding additional insight into Chobe’s proved difficult.
Oct 1, 2024
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Nick
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Chobe Holdings Limited (BSE: CHOBE) Part 2
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September 2024
Chobe Holdings Limited (BSE: CHOBE) Part 1
Chobe Holdings Limited (BSE: CHOBE), referred to as “Chobe’s” for the remainder of this writeup, is a high return on capital business that owns and…
Sep 3, 2024
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Nick
3
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Chobe Holdings Limited (BSE: CHOBE) Part 1
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3
August 2024
Update on Revolve Group (NYSE: RVLV)
This post is an update on Revolve’s Q2 2024.
Aug 7, 2024
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Nick
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Update on Revolve Group (NYSE: RVLV)
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InCap Oyj (HEL: ICP1V)
InCap Oyj (HLSE: ICP1V) is a high return on capital business that operates as an electronic manufacturing services (EMS) contractor.
Aug 6, 2024
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Nick
5
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InCap Oyj (HEL: ICP1V)
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