January 25, 2026, Vol. 259
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IPO Tutorial
After 2 in-depth thematic pitches in the last month (Senior Living Facilities and Private Prisons) we wanted to dive into another monitor this week: IPOs. While we don’t need to explain to anyone how IPOs work, we’ll look at what the data says on how you should ‘play’ them. Given the hot IPO slate planned…
Trading “Short Reports”
Short Reports While short sellers have been around since Jesse Livermore shorted the railroads in the early 1900s, short positions were only discussed publicly more recently. Some notable shorts this century include Chanos’ calling out Enron as a Fraud, or David Einhorn testifying before Congress against Allied Capital. The practice of publishing in-depth research on…
Trading “Investor Days”
As we roll into December, we are in a quiet period when it comes to event-driven investing. The losing stocks of 2025 keep setting new lows as tax-loss selling sets in, with some of those names entering deep-value territory. Even the bargain hunters have learned not to step in front of a bulldozer, and to…
December 7, 2025, Vol. 253
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