The Last Bear Standing
Original and independent financial analysis.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 165 | Founded | 5 years ago | Last Issue | 4 months ago |
| Active | |||||
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thelastbearstanding.comLatest Issues
Dirty Secrets: Eight SMIDs
Introducing the TLBS Contrarian SMID Model Portfolio
Last year, I published Trade Ideas for 2025. The best idea (PL) has returned 539%. The worst (LULU) is down 49%. Some trades worked until they didn’t (TSSI) and others rose from ashes (F...
Here Comes the Repo Man
Losses are coming for Carvana ABS noteholders. What does it mean for the Parent?
This is not a projection of what might go wrong, its a post-mortem on what already has.
Roblox (RBLX): Schlep and the Streisand Effect
For years, the most popular children’s gaming platform, Roblox (RBLX), has been accused of providing a playground for predators. Roblox users, mainstream media, and financial analysts have exposed a consistent and disturbing reality of the...
The Ugly Duckling
Let me tell you about an Ugly Duckling.
This company operates in a capital intensive and dangerous business. The common shares sit behind mountain of high-cost senior capital. It’s public share price plunged 90% since its debut via SPAC me...
Golden Age of Graft
Did Musk burst the Trump bubble?
Money is power. Proximity is currency.
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