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[Update] Dish Network (NAS: Dish) - Top Three Questions
My take on JPM's Top Three Questions for Dish
Jun 11, 2021
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[Update] Dish Network (NAS: Dish) - Top Three Questions
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Dish Network (NAS: DISH) - Ergen's Pocket Aces
Building permits analysis indicates hidden opportunity for their enterprise business
Jun 8, 2021
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Dish Network (NAS: DISH) - Ergen's Pocket Aces
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January 2021
Viasat (NAS: VSAT) - Is there space for Viasat?
Warning: 25-30 minute read | Analysis of Baupost's 6th Largest Holding
Jan 13, 2021
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Viasat (NAS: VSAT) - Is there space for Viasat?
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Ollie's Bargain Outlet (NAS: OLLI) - Another Discount Retail 10-Bagger?
White space analysis of Ollie's Bargain Outlet using alternative data
Jan 5, 2021
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Ollie's Bargain Outlet (NAS: OLLI) - Another Discount Retail 10-Bagger?
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August 2020
Tucows (NAS: TCX) - A bet on CEO, Elliot Noss, and the company's DNA
Hi readers, The name of this newsletter was inspired by Mohnish Pabrai, and his coined term, “Hidden Compounders”. These companies are what he…
Aug 10, 2020
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Tucows (NAS: TCX) - A bet on CEO, Elliot Noss, and the company's DNA
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July 2020
Catch up on the best stories on Hidden Compounders
Hi readers, This newsletter was inspired by Mohnish Pabrai, and his coined term, “Hidden Compounders”. These companies are what he classifies as the…
Jul 21, 2020
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Catch up on the best stories on Hidden Compounders
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