Sitemap - 2023 - Guasty Winds Investment Ideas
LGI Homes (LGIH-US): A Coiled Spring
Dollar General (DG-US) - It's a trap!
Short Idea: AURC-US (Better Mortgage)
Carlisle 2Q - Thesis playing out
APLD (Follow-up) - The shady truth about APLD's potato business
Applied Digital (Part One): The 40% mystery customer
Accounting Shenanigans (SMRT-US)
Short Idea - BigBear.ai (BBAI-US)
Update: Presto (PRST-US) - CEO resigns
Short Idea - Presto Automation (PRST-US)
Carlisle Co. (CSL-US) - A hidden gem in plain sight
Quick Latch (LTCH-US) Update..
Cleanspark Inc. (CLSK-US) - The anatomy of a penny pump
Accounting Irregularities and other shenanigans at SmartRent (SMRT-US)
SMRT follow-up - notes from the channel