Stock Thoughts
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Regis Corporation: A Hairy Turnaround Story
Executive Summary: Is The Coast Finally Clear?
Aug 5
•
Uncovering Value
1
Share this post
Stock Thoughts
Regis Corporation: A Hairy Turnaround Story
Copy link
Facebook
Email
Notes
More
July 2025
Matt Yao: Embracing Uncertainty in Work and Life
I recently recorded my first podcast, featuring Matt Yao as my guest.
Jul 24
•
Uncovering Value
1
Share this post
Stock Thoughts
Matt Yao: Embracing Uncertainty in Work and Life
Copy link
Facebook
Email
Notes
More
2
What Matters at Meta (2025) — a Diligence Blueprint
TLDR Meta’s super-profitable ads engine now funds a portfolio of AI bets.
Jul 7
•
Uncovering Value
3
Share this post
Stock Thoughts
What Matters at Meta (2025) — a Diligence Blueprint
Copy link
Facebook
Email
Notes
More
June 2025
Journal Entries: June 2025
Stream-of-consciousness writing about what's going on in my life
Jun 30
•
Uncovering Value
2
Share this post
Stock Thoughts
Journal Entries: June 2025
Copy link
Facebook
Email
Notes
More
1
13F Deep Dive (1Q25): A Quarterly Review of High-Signal Manager Trades
Introduction
Jun 23
•
Uncovering Value
2
Share this post
Stock Thoughts
13F Deep Dive (1Q25): A Quarterly Review of High-Signal Manager Trades
Copy link
Facebook
Email
Notes
More
2
Writeup #2: Expedia 1Q25 Thesis Update: Navigating Headwinds, Doubling Down on B2B & AI
Steady Progress in B2B Initiatives Keeps the Thesis on Track Despite B2C Softness
Jun 16
•
Uncovering Value
Share this post
Stock Thoughts
Writeup #2: Expedia 1Q25 Thesis Update: Navigating Headwinds, Doubling Down on B2B & AI
Copy link
Facebook
Email
Notes
More
THRY: Melting Ice Cubes, SaaS Dreams, and the Long Road to Reinvention
Why Thryv’s Business Model Shift Is Promising on Paper, but Hard to Underwrite in Practice
Jun 9
•
Uncovering Value
2
Share this post
Stock Thoughts
THRY: Melting Ice Cubes, SaaS Dreams, and the Long Road to Reinvention
Copy link
Facebook
Email
Notes
More
4
May 2025
Journal Entries: May 2025
Pivoting to an investment newsletter, deep dive on $THRY, exploring franchising, and the e-commerce pause
May 28
•
Uncovering Value
1
Share this post
Stock Thoughts
Journal Entries: May 2025
Copy link
Facebook
Email
Notes
More
April 2025
Putting Deep Work Into Practice
What I learned from using DoneDaily to support time-blocking and daily structure.
Apr 30
•
Uncovering Value
Share this post
Stock Thoughts
Putting Deep Work Into Practice
Copy link
Facebook
Email
Notes
More
Bridges and Experiments
A Week of SBA Insights, Ecommerce Trials, and Narrowing the Path Forward
Apr 29
•
Uncovering Value
Share this post
Stock Thoughts
Bridges and Experiments
Copy link
Facebook
Email
Notes
More
What I Have Been Working On And Thinking About
Trying a bunch of stuff and writing about it - ecom, ETA, yoga, Substack
Apr 22
•
Uncovering Value
Share this post
Stock Thoughts
What I Have Been Working On And Thinking About
Copy link
Facebook
Email
Notes
More
Motion, mats, and mistakes
Trying things, badly but bravely.
Apr 15
•
Uncovering Value
1
Share this post
Stock Thoughts
Motion, mats, and mistakes
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
