Overstock.com is a rapidly growing, profitable ecommerce platform generating significant free cash flow that also owns a promising portfolio of blockchain based technology companies. How rare...
READ MORE >“Extinction is the rule. Survival is the exception.” Carl Sagan On a day in which renewed concerns about the impact of COVID19 on the US economy drove the S&P 500 more than (-5%) lower the question of which...
READ MORE >“Aces are larger than life and greater than mountains” Mike Caro Neither the most ardent bull nor the...
READ MORE >“So the biggest thing is, we've effectively imposed a view that we want to drive more leverage on the ad cost. So that would manifest to the ad cost as a percentage of revenue. So as you...
READ MORE >“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” Benjamin Graham This oft...
READ MORE >We thought we knew what we were getting into when we wrote up OSTK as a long idea less than two months ago. Since that time, shares have crashed more than (-50%) – obviously we made some...
READ MORE >Before we get into the issue of the day, we wanted to provide some perspective on how we’re thinking about OSTK based on a similar investment idea we introduced roughly 8-years ago. The...
READ MORE >SELL/SHORT
$10
LONG
$64
LONG
$110
SELL/SHORT
$8
SELL/SHORT
$50
SELL/SHORT
$50
LONG
$5.50
SHORT
$50
SELL/SHORT
$63
SHORT
$28
SHORT
$36
LONG
$65
LONG
$37
PAIR TRADE
$10
PAIR TRADE
$30
LONG
$35
SHORT
$35
SELL/SHORT
$10
SHORT
$101
SHORT
$15
SHORT
$0
SHORT
$9
SHORT
$0
PAIR - LONG BGG/SHORT TTC
25%
PAIR - LONG BGG/SHORT TTC
25%
SHORT
$14.00
SHORT
$22
SHORT
$15
SHORT
$20
SHORT
$31
SHORT
$35
SHORT
$30
PAIR - LONG KNL/SHORT MLHR
25%
SHORT
$100
LONG
$8
LONG
$20
SHORT
$22
PAIR - LONG CSGP/SHORT LOOP
40%
LONG
$35
SHORT
$275
SHORT
$0