Q UPDATE

The missing parts in my Seritage deep-dive

$ SRG

Jan 09, 2022

OVERVIEW

Seritage Growth Properties is a deep-value REIT

$ SRG

Jan 08, 2022

RESEARCH

Nvidia will lose its grip on the AI industry

$ NVDA

Dec 15, 2021

Q UPDATE

Twitter Q1 update: Can they monetize?

$ TWTR

May 11, 2021

OVERVIEW

Is there an opportunity after a disastrous game release?

$ OTGLY

Apr 13, 2021