Tidefall Notes
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Q2 2022 Letter
PDF Link
Trevor Scott
Aug 7
8
1
Share this post
Q2 2022 Letter
tidefall.substack.com
Copy link
Twitter
Facebook
Email
Q1 2022 Letter
$NFLX
Trevor Scott
May 2
7
Share this post
Q1 2022 Letter
tidefall.substack.com
Copy link
Twitter
Facebook
Email
Q4 2021 Letter
PDF Link
Trevor Scott
Jan 28
3
Share this post
Q4 2021 Letter
tidefall.substack.com
Copy link
Twitter
Facebook
Email
Q3 2021 Letter
$FFH.to
Trevor Scott
Oct 18, 2021
9
1
Share this post
Q3 2021 Letter
tidefall.substack.com
Copy link
Twitter
Facebook
Email
Irrational Exuberance?
That Depends
Trevor Scott
Aug 31, 2021
9
Share this post
Irrational Exuberance?
tidefall.substack.com
Copy link
Twitter
Facebook
Email
Q2 2021 Letter
$FB
Trevor Scott
Jul 19, 2021
12
4
Share this post
Q2 2021 Letter
tidefall.substack.com
Copy link
Twitter
Facebook
Email
App Store Insanity
The Take Rate Is Too High!
Trevor Scott
Jun 23, 2021
1
2
Share this post
App Store Insanity
tidefall.substack.com
Copy link
Twitter
Facebook
Email
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
4
Share this post
Is Apple An Above Average Business?
tidefall.substack.com
Copy link
Twitter
Facebook
Email
Q1 2021 Letter
$BRK
Trevor Scott
Apr 19, 2021
4
5
Share this post
Q1 2021 Letter
tidefall.substack.com
Copy link
Twitter
Facebook
Email
Launching A Hedge Fund
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…
Trevor Scott
Mar 4, 2021
17
3
Share this post
Launching A Hedge Fund
tidefall.substack.com
Copy link
Twitter
Facebook
Email
Facebook vs Australia
Australia recently announced a bill that would require Facebook and Google to pay news publishers for displaying news links on their sites. This would…
Trevor Scott
Feb 23, 2021
3
1
Share this post
Facebook vs Australia
tidefall.substack.com
Copy link
Twitter
Facebook
Email
The CSU Letter
Aren't these efficient markets?
Trevor Scott
Feb 17, 2021
3
1
Share this post
The CSU Letter
tidefall.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts