Decoding Success: Jeremy Raper – The Cost of Being Right [Part 4]
Jeremy Raper’s 2017 Sharp and Japan Display shorts bet OLED disruption would puncture inflated LCD valuations; his 2019 NIO short lost…
Substack
Iggy on Investing Newsletter
Everything we have picked from this writer, newest first.
Why I Think This Stock is Worth 3x the Current Price
Insperity's healthcare-cost spike, $120 million technology expense and weak SMB hiring drove its 70% drawdown; normalized earnings could…
A Modern Day Delta Duck Club?
Otto Energy trades below cash while winding down Gulf of Mexico oil interests, with a proposed AUD 40M tax-free capital return delayed…
