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Plum Capital

Bernedoodle puppy. Likes turning over rocks

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues18Founded5 years agoLast Issue4 years ago
Active

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Latest Issues

Personal Announcement

Dear Subscribers,

First of all, I can’t thank you enough for reading my research and being along for the ride - it has been an incredibly fulfilling year for personal growth and development as an investor. I started the blog earlier in th...

4 years ago
7
8

$UAN - Plum's Best Commodities Play

Introduction

I believe that the following idea requires upfront disclosure. CVR Partners (NYSE: UAN) is the biggest winner for my portfolio this year, and recently became my largest position (as a result of adding more above $80/unit). I f...

4 years ago
17
24

$IEA - The One to Average Down

Introduction

Dear subs, I hope everyone is doing well and keeping well away from any mutations – Omicron or otherwise. I received numerous emails and private messages over the past few weeks regarding IEA, and I felt it was appropriate to...

4 years ago
10
2

Update on $ATTO, Addressing Recent Developments

Brief TREC Update

We will get to the ATTO update shortly, but for those who are following the TREC story, I wanted to draw attention to the recent buyback announcement. I was incorrect in my initial assessment, the large 792k share block l...

5 years ago
7
1

Calling It - Strategic Alternatives Imminent: $TREC

Quick Update

Dear Subs – I trust everyone has been well. You may have noticed the Plum Capital hiatus from mid-September when I published my post on $ATTO (still max long, added modestly around ~$25) – apologies it has taken a while to get...

5 years ago
9
4

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