Mule's Musings

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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
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
China Reopening Follow-Up
Welcome to Mule's Musings - Let's get cooking
 • 
Doug O'Laughlin
2
February 2023
Coming soon
This is Mule's Musings.
 • 
Doug O'Laughlin
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