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Thank You Mr Market

James Stawicki

Taking advantage of Mr Market's irrationality to generate 25% IRR since Oct-20. Subscribe for first principles deep dives on high-conviction asymmetric plays.

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Issues6Founded4 months agoLast Issue14 days ago
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Latest Issues

The serial acquirer trading 50% below its peers whilst growing over 20% per year: Topicus.com

Full disclosure: This is not financial advice. I am currently invested in shares of Topicus.com Inc. (TSXV:TOI). My views are my own and are shared for transparency, not as a recommendation to buy or sell. Do your own due diligence!

    • *...
14 days ago
41
17

This $29 stock should earn $10-15 per share in 3 years: Cooper Standard

Full disclosure: This is not financial advice. I am currently invested Cooper Standard Holdings, Inc (NYSE:CPS). My views are my own and are shared for transparency, not as a recommendation to buy or sell. Do your own due diligence!

Int...

2 months ago
51
2

The SaaSpocalypse got this one very wrong (Part One)

Full disclosure: This is not financial advice. I am currently invested in the company mentioned below. My views are my own and are shared for transparency, not as a recommendation to buy or sell. Do your own due diligence!

The iShares Expa...

3 months ago
24
9

Why subscribe?

Welcome to Thank You Mr Market, I’m glad you’re interested in learning more.

Your time and attention are your highest priority resources, so you should rigorously gatekeep who you listen to and who you ignore. With this lengthy post I inte...

4 months ago
15
1

Keep Calm and Trust the Wizard

It’s days like these when Mr Market is really testing your resolve. Five sigma outflows, record insurance buying, expected fed hikes, and nonstop fearmongering headlines might make you question why you ever got into investing in the first p...

4 months ago
30
6

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  • James Stawicki

    Taking advantage of Mr Market's irrationality to generate 25% IRR since Oct-20. Subscribe for first principles deep dives on high-conviction asymmetric plays.

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