Archive - Mule's Musings

Beaten Down Semiconductor Could be AI Play

One broken down company has a shot at being a good investment.

Apr 8, 2024 •

Doug O'Laughlin

January 2024

Buying the Farm

Buy a cyclical at a crucial inflection point? Easier said than done.

Jan 31, 2024 •

Doug O'Laughlin

,

, and

November 2023

Revisiting the Technology Takeout Basket

We have reason to believe two companies have better buyout odds than others

Nov 29, 2023 •

Doug O'Laughlin

and

September 2023

July 2023

May 2023

APP Follow-up, and Other Ideas

Just wanted to follow-up APP, as well as point out two lower conviction governance ideas

May 15, 2023 •

Doug O'Laughlin

April 2023

March 2023

A potential spring load at a reasonable price

Mar 12, 2023 •

Doug O'Laughlin

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts