TheDailyCompounder
@100xCompounding
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Investment Analyst. I study small cap stocks in left for dead industries with a deep value focus. DM for access to my research distribution list
Joined February 2023
RT @ArraourAli: “Drill baby drill” hits a wall when oil is in the mid-$60s. New US shale projects are in the “profit red zone,” forcing a s….
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Nice work Jon. $BORR.
My case for avoiding $BORR stock:.
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$MT our ArcelorMittal Thesis is out, 20 pages of deep research that I’m proud of. Join me next Monday to hear the full thesis!.
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Interfor Corporation $IFP.CA is up next!. Here is the outline for the thesis - excited to get this one published in the coming days.
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In addition to the long form thesis write ups, if you want . - Maintenace research on all ideas .- Notes from my conversations with CEO/CFOs of the firms I cover.- General market commentary via 2–3-page thought dumps on macro industrial/energy topics.- Earnings reactions/notes on
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ArcelorMittal Thesis has dropped! 20 pages of deep research that we think gets the value of the idea across nicely. If you are signed up for the distribution list this is in your inbox NOW! Enjoy and reach out with any questions. $MT $CLF $X $NUE
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Many discount China being in recession for nearly 5 years. That’s is not the permanent state of things. #OOTT.
Bullish oil!.
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