Archive - Random Candy

My Last Biotech

Decades of trial and error deserve to end with a bang.

Jun 23 •

May 2025

Tariffs are not String Theory

But we do have bonded warehouses and complex systems.

May 10 •

April 2025

Stamping on the Horseshit

Telling us the truth would save us all a lot of time.

Apr 28 •

March 2025

IPO Price Discovery is Getting Harder

A lightly informed and archaic process struggles with the current market.

Mar 25 •

Bitcoin is still Bitcoin

Volatility slows it down but doesn't stop it.

Mar 1 •

February 2025

Shorting Tanger $SKT

"Factory Outlets" are dead or dying. Stock sports a 40x PE.

Feb 19 •

January 2025

The Conviction Mirage

An enlightening conversation that is relevant to AI and Nvidia.

Jan 27 •

Bubble Duration

Bubbles serve an important purpose but they eventually resolve.

Jan 3 •

Mr. Coffee Gets Bitter

The K-shaped economy has implications.

Jan 2 •

December 2024

Anticipating Activists

Owens & Minor $OMI looks ripe.

Dec 4, 2024 •

March 2024

Bettering Marvin Minsky

But only because his wife Gloria has a sense of humor.

Mar 30, 2024 •

February 2024

Two Bubble Experiences

They may be like snowflakes but still....

Feb 29, 2024 •

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