company valuation

ASOS financial performance

Following my deep dive on ASOS, I got some comments

Snir David

Apr 25, 2022

6 min read

ASOS value and growth potential

DISCLAIMER: ASOS is now the biggest position in my portfolio.

Snir David

Apr 7, 2022

20 min read

Seritage Growth Properties is a deep-value REIT

Seritage Growth Properties ($SRG) has been a value-community darling for

Snir David

Jan 8, 2022

11 min read

Is there an opportunity after a disastrous game release?

Summary $OTGLY CD Projekt Red Ranks Financials 5/5 Management

Snir David

Apr 13, 2021

20 min read

Twitter finds new business models

Summary $TWTR Twitter Ranks Financials 5/5 Management 4/5

Snir David

Mar 5, 2021

10 min read

Activision Blizzard expanding to all gaming business models

Summary $ATVI Activition Blizzard Ranks Financials 5/5 Management 2/

Snir David

Jan 10, 2021

13 min read