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Beaten Down Semiconductor Could be AI Play
One broken down company has a shot at being a good investment.
 • 
Doug O'Laughlin

January 2024

Buying the Farm
Buy a cyclical at a crucial inflection point? Easier said than done.
 • 
Doug O'Laughlin
, 
ZG
, and 
Oswald Value
4

November 2023

Revisiting the Technology Takeout Basket
We have reason to believe two companies have better buyout odds than others
 • 
Doug O'Laughlin
 and 
ZG

September 2023

Imitation is the Sincerest Form of Flattery
Why should your competitors be the only ones to get rich?
 • 
ZG
, 
Oswald Value
, and 
Doug O'Laughlin
Coming Back to Earth
Investors are focused on the wrong thing during a strategic business inflection
 • 
Doug O'Laughlin
1

July 2023

Bottom Fishing: Vornado’s Actions Speak Louder Than Words
Vornado have insisted that they aren’t calling a bottom for New York. Their stock is a different story.
 • 
Doug O'Laughlin
, 
Oswald Value
, and 
ZG
Why Care about FIS Now
It's not over at FIS. I want to highlight a subtle part of the story.
 • 
Doug O'Laughlin
, 
ZG
, and 
Oswald Value
2

May 2023

APP Follow-up, and Other Ideas
Just wanted to follow-up APP, as well as point out two lower conviction governance ideas
 • 
Doug O'Laughlin

April 2023

Beat up Adtech Company
This is one of the more asymetric ideas I've found
 • 
Doug O'Laughlin
Short to Medium Term Idea with Bullish Insider Activity
I'm not going to let the title give this one away
 • 
Doug O'Laughlin
4
Aritzia: Store Expansion Story at a Discount
Aritzia is one of the companies I've followed for a long time. I've been a shareholder for a few years, and the recent sell off looks like an…
 • 
Doug O'Laughlin

March 2023

The Green Rush
A potential spring load at a reasonable price
 • 
Doug O'Laughlin
1
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