Archive - Acid Investments

Finding a bargain in Five Below (FIVE)

Is a dollar of profit at Five Below worth the same as at Best Buy?

Jul 28 •

Awakening a sleepy stock (FARM)

A potential double shot espresso in a sleepy microcap world...

Jul 8 •

June 2024

Sifting the debris with Target Hospitality (TH)

Jun 12 •

A trading framework: Calling the recoil

Jun 7 •

May 2024

Flagging a potentially interesting situation: IMAX China (HKG: 1970) (Update)

Coming to your local theatres soon...

May 8 •

April 2024

A "crypto derivative" value play with Watches of Switzerland (WOSG)?

“Even a broken clock is right twice a day”..

Apr 21 •

March 2024

Unpacking Samsonite (HKG:1910)

What's the last public listing luggage company worth?

Mar 6 •

February 2024

An investment screen to consider - cash boxes with a business attached #3

Feb 18 •

An investment screen to consider - cash boxes with a business attached #2 (Idea 1: FF)

This post is a build on the previous post regarding investments that I term as “cash boxes with a business attached”.

Feb 8 •

An investment screen to consider - cash boxes with a business attached #1

A few case studies

Feb 7 •

January 2024

Quick closing note on Spirit (SAVE)

Starting off 2024 with a heartbreak..

Jan 17 •

November 2023

The preferred way to participate (TDS)

There’s been quite a fair few interesting situations around but I thought this one was especially fascinating (and quirky enough for me) given the way…

Nov 28, 2023 •

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