Welcome Reading Time: < 1 minuteRecent Posts The Fed Started Cutting Rates in November 2022, You Just Missed ItJanuary 25, 2023 [Read More….]Quick Recap on $WDFC Q4: GMs +400bps sequentially. Europe main disappointment. No change to thesis.January 10, 2023 [Read More….]Never a “good” time to own $WDFC, but now might be “OK”January 6, 2023 [Read More….]Re-examining Big Lots Stock – Case for Optimism? $BIGJanuary 2, 2023 [Read More….]Interesting (Hated) Spin-out – Masterbrand Cabinets Stock $MBCDecember 15, 2022 [Read More….]Can’t wait for Fed Speak to be over… long-live Fed Speak?December 15, 2022 [Read More….]Quick October YTD Update and Other MusingsOctober 31, 2022 [Read More….]How will the ECB Handle Europe’s Gas Crisis?August 26, 2022 [Read More….]More Signs of the Bullwhip Effect (part 2)August 10, 2022 [Read More….]Veteran Tip: ALWAYS open Friday 8-k’s $BIGJuly 29, 2022 [Read More….] Load More (10/201)