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OXY's Q3, Sandbags of Cash Falling from the Sky
November 18, 2024
Nov 18
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OXY's Q3, Sandbags of Cash Falling from the Sky
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Taking Stock Q3 Review: PTON, ETSY, & PRKS
November 12, 2024
Nov 12
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Taking Stock Q3 Review: PTON, ETSY, & PRKS
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Peloton's Pop: Q1 Review, New CEO, Einhorn and Valuation
November 3, 2024
Nov 3
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Peloton's Pop: Q1 Review, New CEO, Einhorn and Valuation
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October 2024
Clipping into a New Position: Peloton
October 22, 2024
Oct 22
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Clipping into a New Position: Peloton
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Our Q3 2024 Letter & Look Ahead (Part II)
October 22, 2024
Oct 22
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Our Q3 2024 Letter & Look Ahead (Part II)
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Our Q3 2024 Letter & Look Ahead (Part I)
October 22, 2024
Oct 22
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Our Q3 2024 Letter & Look Ahead (Part I)
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September 2024
The Wizard Behind the Curtain at SeaWorld
September 30, 2024
Sep 30
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The Wizard Behind the Curtain at SeaWorld
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Just Got Paid, Friday Night, Chairman Powell . . . Feelin' Right
September 20, 2024
Sep 20
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Just Got Paid, Friday Night, Chairman Powell . . . Feelin' Right
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Slam Oil Long Enough, and It'll Hit Back
September 13, 2024
Sep 13
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Slam Oil Long Enough, and It'll Hit Back
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2
E.T. . . . Elliott . . . Etsy
September 3, 2024
Sep 3
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10
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E.T. . . . Elliott . . . Etsy
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August 2024
Back on the Peloton
August 18, 2024
Aug 19
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Back on the Peloton
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4
A Few of My Favorite Things: OXY, SU, CVE post-Q2
August 9, 2024
Aug 10
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A Few of My Favorite Things: OXY, SU, CVE post-Q2
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