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yet another Schwab post
(more on life sciences stuff in a week or so) Schwab lost a shitload of deposits last quarter. Not as many as the most vociferous bears feared (hoped…
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[TMO] Thermo Fisher
Most of the time the subjects of my writing are more similar than they appear. They rhyme with or operate in the same ecosystem as something I’ve looked…
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[APH] Amphenol + quick $APG follow-up
Soon after I published a bullish post on APi Group last week, a few Twitter people hinted that the company might be playing games with their organic…
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[APG] APi Group
I was going to combine APG and APH into a single write-up but now I’m breaking them up into two shorter ones…so APG today, APH next week. Another note…
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quick follow-up on Charles Schwab
Original post: some thoughts on Charles Schwab, published Mar. 12, 2023 In The Media Very Rarely Lies, Scott Alexander writes: the media rarely lies…
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some thoughts on Charles Schwab
I have a post on APi Group and Amphenol coming toward the end of the month but before then I wanted to offer some thoughts on Charles Schwab. Nothing…
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[APO] Apollo
Most distressed investors merely live in the darkness; Apollo was born in it. Following the epic collapse of Drexel Burnham Lambert, the high-flying…
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