Another quarter in the books, which marks two quarters now that I've been updating this blog. That feels good. I know that on average 3 people a week read my content, but I don't really care. I am creating a database of information for those interested to go back and look, find out where I … Continue reading 2Q 2018 Investors Letter
Tag: hostess brands
SPAC’s Never Tasted So Good … Hostess Brands, Inc. Analysis
"Know what you own, and know why you own it." - Peter Lynch Most of my job as an investor is to understand the businesses that I own; and if I'm lucky, to understand those businesses better than those selling their shares. Since I spend most of my time in the smaller, illiquid spaces of … Continue reading SPAC’s Never Tasted So Good … Hostess Brands, Inc. Analysis
The Market Plunger 