Tidefall Notes

Name the characteristics of an ideal investment: Conservative balance sheet. Owner/operator. History of high returns on capital. Now let me present an idea that has none of the above. And just for good measure, it’s a spac. In less than a decade, WeWork went from a single Soho l…

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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. App…

May 5

Apr 19

January 21st marked Tidefall’s one year anniversary. I’ve had a lot people on FinTwit contact me about this experience as they are interested in doing …

Mar 4

Australia recently announced a bill that would require Facebook and Google to pay news publishers for displaying news links on their sites. This would …

Feb 23

Aren't these efficient markets?

Feb 17

A quick post as I try to avoid macro tourism as much as I can.

Feb 15

Feb 9

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