Guasty Winds Investment Ideas
Guasty WindsI'm a full-time private L/S investor. This substack started as a blog of unsophisticated musings but has gradually become more research heavy. I will try to keep it as actionable as possible going forward (other than updates).
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Subscribers | Read | guastywinds.substack.com |
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Latest Issues
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Announcement: Closing Down
To my readers,
LGI Homes (LGIH-US): A Coiled Spring
*Disclaimer: This is not financial advice and is for entertainment purposes only. Do your own research.
Dollar General (DG-US) - It's a trap!
After spectating DG for some time, I bought a small starter position in June. It is not often that you get a chance to buy a compounder like this 35% from its highs. Historically it has paid to buy the dips on DG, so I figured I would buy n...
Short Idea: AURC-US (Better Mortgage)
*By continuing to read this article you agree to the disclaimer at the bottom of this page. This is not financial or investment advice. Do your own research.
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Authors
The writers behind this newsletter.
I'm a full-time private investor, ex-L/S. I write about what I am doing in my investment portfolio.
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