Insider Stocks · For members
An entry from my investing journal, for members.
Calvin McDonald is out mid-turnaround. Elliott just took a $1B stake. China grew 46% while the U.S. declined 3%. The brand isn't broken—but the next CEO hire changes everything.
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The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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