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Entangling Allies and Choking Enemies with Natural Gas
NOTE: This is one of the most important trends underway right now with an incredible risk/reward profile.
May 8
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Cody Shirk
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What Type of Tail Chasing Are You Doing?
A quick story to bring us all back down to earth, during these unprecedented times of geopolitical, economic, and emotional bewilderment.
Jun 29
•
Cody Shirk
8
The Cali Cartel Connected Colombian Company Contrarians Crave
Behind the drama and fear lies a company that actually has a great business. Insiders think so too.
Jun 24
•
Cody Shirk
5
Boring is Weird
In a world drunk on narratives, the boring has become fringe.
Jun 19
•
Cody Shirk
10
The World Cup, the European Mind, and America on Sale
Thank you foreign soccer fans for making the US remember how good we have it!
Jun 16
•
Cody Shirk
6
California Craziness Reminded Me of Cheap Simple Companies
The market has forgotten about these three household companies
Jun 10
•
Cody Shirk
7
1
The 65,000% Opportunity - Chinese Food Chain Arbitrage
Food chains in China are unbelievably cheap. Are two bad trends setting up for a huge boom?
May 28
•
Cody Shirk
12
1
Following the Capex Cycle
It's so simple that it might be stupid.
May 26
•
Cody Shirk
7
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Cody Shirk
Fund manager w/ 20+ years traveling the world in search of hidden investments. These are the wins, losses, and future opportunities I'm looking at.
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