Stock Thoughts

What I've Been Reading (6/14-7/5)

Three weeks of news and filings.

Jul 5 • Uncovering Value

2

June 2026

Tidewater (TDW): a first-pass look

Largest pure-play owner of offshore support vessels

Jun 27 • Uncovering Value

1

What I've Been Reading

Two weeks of news and filings.

Jun 15 • Uncovering Value

2

What I Read This Week

5/22 - 5/30

Jun 1 • Uncovering Value

2

May 2026

What I Read This Week

Cable's LEO problem, Apollo on Eisman, AI lab shakeups, mattress survival math, and asking Claude how I use it on my PA.

May 21 • Uncovering Value

2

A Conversation with Adrien Navarre (TickerTrends)

From a teenage quant finance YouTube channel to building a leading consumer pre-purchase intent data platform

May 7 • Uncovering Value

3

What I’m trying to understand about mattresses and furniture

I keep coming back to this question.

May 6 • Uncovering Value

1

April 2026

March 2026

A Conversation with Jerry Diao (Richard Toad)

From actuarial consulting to building the most influential career brand in public equity research

Mar 18 • Uncovering Value

4

The One Variable That Swings Starlink's ROIC From 0% to 27%

I’ve spent the past week building a unit economics model for LEO satellite broadband -- specifically Starlink.

Mar 13 • Uncovering Value

4

February 2026

Edwin Dorsey’s Playbook: Betting on Yourself in Financial Media

Edwin Dorsey started The Bear Cave in his college dorm in February 2020.

Feb 9 • Uncovering Value

2

2

From Code to Capital: Why the Real AI Edge Is Systems, Not Summaries

I’m an equity analyst who’s been learning to build with AI tools over the past several months.

Feb 6 • Uncovering Value

6