Folio iii
Research
Long and short stock ideas, each written up as a full deck.
Pitch decks
Earlier long and short ideas, each written up as a full deck: thesis, catalysts and risk.
Long ideas
- LongApril 2022NVDANvidiaA mega-cap semiconductor company.open the deck (PDF) →
- LongApril 2022PSTGPure StorageA small-cap storage hardware company.open the deck (PDF) →
- LongSeptember 2021WINGWingstopA mid-cap chicken franchise company.open the deck (PDF) →
- LongSeptember 2021SAIASaia, Inc.A mid-cap company in the trucking industry.open the deck (PDF) →
- LongSeptember 2021AMBAAmbarellaA small-cap semiconductor company.open the deck (PDF) →
- LongJune 2021TOLToll BrothersA mid-cap luxury homebuilder.open the deck (PDF) →