Acid Investments
N.R98A value investing journal
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 79 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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acidinvestments.substack.comLatest Issues
Two incentive-based ideas (CODI, KYVO)
Today was very surprising. I checked out my corporate governance screener and lo and behold, was greeted by two very interesting compensation packages, awarded to two companies recently.
I plan to add these two ideas into my incentive-bas...
A seasonal low risk trade - Buckle (BKE)
Our AI exits have been very fortuitous - refer to my previous article - which also marked the top of memory so far, as I discussed how the memory LTAs signed by Micron were more bearish rather than bullish. Since then, despite a slew of up...
Solstice and Element? Buy the dislocation (SOLS)
Early this week, Solstice (SOLS) announced that it was going to merge with Element Solutions (ESI) in a rough merger of equals to create an advanced packaging solutions juggernaut. Deal terms are ~$10 per share in cash as well as 0.5 shares...
Some weekend muses on long term contracts - do memory names now deserve a higher multiple?
It has been an eventful past three months of stock picking here at Acid Investments. Thanks to all who regularly support my work.
Quick updates
Starting in April, a number of our pitches, both in the AI and outside the AI bucket have...
A quick speculative idea - Sovereign neocloud (SharonAI - SHAZ)?
I haven’t written on neoclouds on the Substack, simply because I did not think I had any real articulable thesis in mind. But followers of my X account would know I have been a huge proponent of Nebius (NBIS) since the end of May.
Sometim...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Acid Investments.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Private investor.
Frequently Asked Questions
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