Unpacking and Challenging Ammo Inc.’s Separation Plans Ammo Inc. issued a press release on August 15th (see here: https://feeds.issuerdirect.com/news-release.html?newsid=7446976016611444), in which they announced a plan to separate their e-commerce business from their…
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I first became aware of Ammo Inc. (“Ammo”) after reading Brandon Beylo’s article on it last year…
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Texas Pacific Land Corporation - A Remarkable Company with Abhorrent Governance. Texas Pacific Corporation Is a 100+ year old company, which started out…
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Archaea Energy is one of the more interesting companies in the renewable energy space. Before getting into why this is the case, let us start with a…
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GAAP or IFRS accounting tries to accurately represent the economic earnings of a business. However, given the varying business models, it is difficult…
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There have been a couple of short reports on data centers, in which they lump Equinix in with the rest of the data centers and paint the industry with…
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I met with eDreams management on the second leg of the US roadshows. That meeting allowed me to adjust my model assumptions and get an update on the…
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Note: while not as an exciting opportunity as eDreams, the subject of my first article, GPRE is a compelling opportunity ant the article was enjoyable…
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