Shallow Dives
Shollow Dives on the Short Side
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 3 months ago | Last Issue | 2 months ago |
| Active | |||||
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shallowdives1.substack.comLatest Issues
The Maintenance Capex Mirage at Americold ($COLD) and Lineage ($LINE)
Short $COLD and $LINE
Cold storage faces a multi-year supply overhang from COVID-era overbuilding, with vacancies rising and rent growth decelerating toward negative territory
$BAX Is Down 80% and Still Not Cheap
Short $BAX
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Short short ideas. Not investment advice
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