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Currently residing in London and this blog will be a space for me to share my investing muses.
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Further thoughts on Silk Laser (SLA.AX) (Updated 1/6/2023)
**Update at bottom of article Previous article Quite clearly my initial prognostication of a direct bidding war was flat out wrong - I underestimated…
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N.R98
Weekend muses - cult factor and valuation discrepancies
I just arrived in Jakarta for a quick weekend vacation and so I really wanted to get this piece out ASAP (it’s almost 3am here), so pardon the brevity…
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N.R98
Another quick trade at Silk Laser (SLA.AX)
Another quick trade from down-under; this idea is a little “punty” and perhaps those with more experience would be able to quantify the upside/downside…
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N.R98
Thunderbird Entertainment (TBRD) - an imminent sale?
This is a simple idea and a revisitation of an old friend - one I used to own in my P.A. A ton of ink has been spilled on Thunderbird (TBRD), the same…
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N.R98
Sierra Rutile (SRX.AX) - A quick idea from down under (Updated 9/5/2023)
Update included at bottom of piece (9/5/2023) All figures in USD unless indicated otherwise: 1 AUD = 0.7 USD Stock Price: A$ 0.195 Sierra Rutile is one…
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High level thoughts on airlines, Volaris (VLRS) and pair trades
Over the last few months, I’ve been looking at airlines, underappreciated (for the right reasons) due to a structurally unattractive business model and…
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N.R98
Theravance Biopharma (TBPH) - An attractive acquisition target?
Another activist situation...
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N.R98
Acid Investments
Acid Investments
A value investing journal

Acid Investments

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