Eurykleia Capital Management: 2022 Letter to Investors
2022 Annual Letter Dear investors, Since our inception in May 2022, the Fund return was ...
Leveraged Opportunities: Companies with High Debt & Free Cash Flow
INTRODUCTION In our last article we discussed why we love companies that engage in share ...
Why I Love Companies with Share Buybacks
1. INTRODUCTION In this blog post, we will discuss the following topics: [1] What is ...
The Perfect Storm for Bitcoin (PART 4)
In our last edition of The Perfect Storm for Bitcoin, we noticed that amid the ...
The Perfect Storm for Bitcoin (PART 3)
In our last edition of The Perfect Storm for Bitcoin, we adressed the fact that ...
The Perfect Storm for Bitcoin (PART 2)
MORE ON CENTRAL BANKS It has only been one week ago when I first pointed ...
The Perfect Storm for Bitcoin (PART 1)
THE FEDERAL RESERVE As the pandemic raged in the early months of 2020, goverments and ...
Recent Portfolio Additions
1. INTRODUCTION In my last couple of blog posts, I have extensively analyzed and discussed several interesting investments that ...
Diversifying your Portfolio with Brookfield Asset Management (BAM)
Brookfield is a leading global alternative asset manager with approximately $725 billion of assets under management across real estate, infrastructure, ...
A Leveraged Opportunity in Warner Bros. Discovery (WBD)
The past months have seen some big selloffs in the stock market. Netflix Inc., for example, is down -71.7% from ...