Archive - Old Rope

What's going with SIRI? Part I

Malone-ian Falcon

Apr 23 •

Berkshire Letter 2023

New news and review

Apr 16 •

[Free Post] What is a Compounder, really

I still don't know

Apr 11 •

Revisiting subjective probability assignment in merger arbitrage

Part X (no, not THAT X)

Apr 9 •

Long idea--same assets, just earning more

Old wine in new bottles

Apr 2 •

March 2024

Work for the long weekend

Mar 28 •

[Free Post] Opening Principles

The Best and the Worst Businesses

Mar 27 •

What's going on with RILY? Part 2

Defending the indefensible?

Mar 26 •

In an effort to create some consistency, I am offering paid subscriptions for future deep-dive posts on individual securities th…

Mar 26 •

February 2024

2023 year in review/2024 opportunities

Notes on the big picture

Feb 8 •

What's going on with RILY?

I'm long the stock

Feb 2 •

October 2023

Names names names

Symbols for the weekend

Oct 6, 2023 •

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