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Tidefall Notes
Stocks
By Trevor Scott · Launched a year ago
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Let me read it first
Q1 2022 Letter
$NFLX
Trevor Scott
7
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Q1 2022 Letter
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Q4 2021 Letter
PDF Link
Trevor Scott
Jan 28
3
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Q4 2021 Letter
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Q3 2021 Letter
$FFH.to
Trevor Scott
Oct 18, 2021
9
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Q3 2021 Letter
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Irrational Exuberance?
That Depends
Trevor Scott
Aug 31, 2021
9
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Irrational Exuberance?
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Q2 2021 Letter
$FB
Trevor Scott
Jul 19, 2021
11
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4
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Q2 2021 Letter
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App Store Insanity
The Take Rate Is Too High!
Trevor Scott
Jun 23, 2021
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2
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App Store Insanity
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Is Apple An Above Average Business?
Apple, the most well covered stock in history appears cheap. Everybody knows this company so let’s just jump to what I think the market is missing…
Trevor Scott
May 5, 2021
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Is Apple An Above Average Business?
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Q1 2021 Letter
$BRK
Trevor Scott
Apr 19, 2021
4
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5
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Q1 2021 Letter
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