Guasty Winds Investment Ideas

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Announcement: Closing Down
I'm shutting down the substack. It's been a blast.
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Guasty Winds
5

September 2023

August 2023

Dollar General (DG-US) - It's a trap!
I sold DG last week for a small loss. The road ahead will be hard and there are just easier stories out there.
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Guasty Winds
3
Short Idea: AURC-US (Better Mortgage)
AURC is set to De-Spac on/or about 22nd of August which will increase freefloat by nearly 1,300x. I expect the DeSpac to be met with significant selling…
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Guasty Winds
3
SMRT - Accounting vs. Reality
SMRT underlying business continues to deteriorate whilst accounting numbers paint a rosy picture.
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Guasty Winds

July 2023

Carlisle 2Q - Thesis playing out
Margins holding in better than expected despite a worse-than-expected de-stock. Capital returns continue.
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Guasty Winds
APLD - 4Q Review
Unpacking guidance
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Guasty Winds
APLD (Follow-up) - The shady truth about APLD's potato business
Wes Cummins claims that he sold his potato business to Applied Plasma to "provide cashflow". Bankruptcy filings say otherwise
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Guasty Winds
Applied Digital (Part One): The 40% mystery customer
I dig into local filings to show that something doesn't add up with GMR Limited, APLD's opaque 41% customer
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Guasty Winds

May 2023

Accounting Shenanigans (SMRT-US)
Don't be fooled by the accounting gimmicks
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Guasty Winds

April 2023

Carlisle (CSL-US) 1Q23 Update
Earnings were a little soft due to higher destock than anticipated. Cyclical headwinds likely to persist for a few quarters.
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Guasty Winds
2
OLO's Dilemma... (part 2)
Key Takeaways from follow-up work
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Guasty Winds
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