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Raging Bull Investments

Mostly value with a catalyst. Caveat Emptor.

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Issues39Founded2 years agoLast Issue5 months ago
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Latest Issues

A Royalty on Market Madness

Disclaimer: This information is not intended to be and does not constitute investment or financial advice. You should not make any decision based on the information presented without conducting independent due diligence.


“The stock ma...

5 months ago
97
7

Idea Update - 11/24/2025

Disclaimer: Nothing on this blog is intended as financial or investing advice. Please do your own due diligence.

Been a bit since I touched base, but with a few names announcing big asset sales in recent weeks and Q3 earnings largely behin...

6 months ago
56
3

Idea Update - 9/8/2025

Disclaimer: Nothing on this blog is intended as financial or investing advice. Please do your own due diligence.

I’ve been a little quiet on here recently because I am not finding as many compelling ideas in this market (although I should...

9 months ago
56
10

Pt III: A High Quality Tech Provider with an Emerging Event-Angle

Disclaimer: Nothing on this blog is intended as financial or investing advice. Please do your own due diligence.

In the preceding pieces on movie theatres I highlighted the ongoing ‘premiumization’ trend, which has both helped attract larg...

a year ago
46
11

The Investment Case for Movie Theatres -Part II: An Operator w/ Monopoly Market Share

Disclaimer: Nothing on this blog is intended as financial or investing advice. Please do your own due diligence.

Much of this thesis hinges on a single premise: viz. can the box office return to at least 75% of its 2019 attendance levels g...

a year ago
27
2

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