Tidefall Notes
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$FB
Jul 19Comment 4Share
The Take Rate Is Too High!
Jun 23Comment 2Share
Name the characteristics of an ideal investment: Conservative balance sheet. Owner/operator. History of high returns on capital. Now let me present an …
May 24CommentShare
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 5CommentShare
$BRK
Apr 19Comment 5Share
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 4Comment 3Share
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 23Comment 1Share
Aren't these efficient markets?
Feb 17Comment 1Share
A quick post as I try to avoid macro tourism as much as I can. 
Feb 15CommentShare
$TWTR
Feb 9CommentShare
I wasn’t going to release this letter as my original goal of writing concise quarterly reports was in hindsight a mistake and quite limiting. 
Feb 8Comment 3Share
$NTDOY $7974
Feb 2CommentShare
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