Toggle navigation
TWunroll
TWunroll
faq
Contact US
Walnut Ave Value
walnutavevalue
Long $MGPIBad stuff first: commodity contract distiller, dependency on bourbon boom continuing (bourbon sales are up 4x since 1999)Now, the good parts:1. I've wanted to buy this for long, but
Read more
I am long Nintendo.It's fascinating setup because it's a great product, but it's an open question if it will be a good investment.A thread on both sides here: First, the
Read more
I agree.There's lot of risk in "resulting". Just because @John_Hempton 's results haven't been good does not mean there aren't lessons here Shorts and value picks have suffered in market
Read more
But MSFT got multiple compression problem as covered in this excellent tweet from @corry_wang Stock price to dropped from the highs of late 1999 and didn't get back till 2016,
Read more
I was still in high school in 2000, so obviously wasn't investing. But the more I read, the more I realize it wasn't just a using "eyeballs" for valuation problem.Thread
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree