Archive - Acid Investments

Quick takeout idea: Dalata Hotel (DHG.IR) - Probably gets sold soon

“Sir, you are supposed to check out at…”

Mar 31 •

Quick musing on proforma Dollar Tree (DLTR) - Nasty divorce but free to fly now

Divorcing Family Dollar at 10c on the $ yikes

Mar 26 •

Highlighting Tan Lip Bu's compensation (INTC) - worth a punt?

Sorry to those who can actually pen good dialogues

Mar 20 •

Amentum (AMTM) - Well telegraphed secondary sale provides a dislocation opportunity

Taking stock from a non-economic seller

Mar 12 •

Baidu (BIDU) converts on Trip.com (TCOM) and random thoughts

Mar 8 •

February 2025

Trip.com (TCOM) - is a dollar of profit from TCOM much more valuable than from EXPE?

Chinese company though...

Feb 26 •

January 2025

Another few quick attractive ideas (PCG, HON)

“One must imagine Sisyphus happy…”

Jan 15 •

December 2024

Quick idea note for 2025 (TRIP, PSIX)

“The realization that life is absurd cannot be an end, but only a beginning.”

Dec 31, 2024 •

November 2024

July 2024

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