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1) Quick story. In 2000, about 10 funds cornered the internet stocks (Janus 20, Munder, Firsthand, Bill Miller, Van Wagoner, etc.) on the way up, they marked-up each other’s books

1) Quick Event-Driven thread. Is $LSF the next $BYND? What have the past few years taught us?? Low float, fast growing (over 100% rev growth in 1H) popular consumer product

1) After some adjustments, $TNK did roughly $100m FCF in Q4/2019, $150m FCF in Q1/2020 and has forward guidance of $200m FCF in Q2. That’s roughly $450m in 9 mos