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Owens & Minor (OMI) Short #1
Over-earning PPE manufacturer
Feb 21, 2022
13
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Discussions
Avio S.p.A: The Case for 10x
Avio is the keystone supplier for Europe’s space and missile sovereignty, with unmatched expertise in propulsion systems.
Jul 30, 2025
13
8
SE: under-appreciated recovery story?
plz let me know where i am wrong
Feb 19, 2024
6
1
1
OMI update
The short idea has worked with the stock down about 64% over the last 8 months.
Oct 12, 2022
1
1
Eastside distilling part 2: review Q1 results
lol
May 20, 2022
Eastside Distilling: Time is running out
This is my spite store
Apr 18, 2022
2
3
SE Questions
Just brainstorming
Mar 14, 2022
3
1
[Special situation] Gores Holdings V warrants
Typically, I invest in businesses with a 5 years horizon, but sometimes I’d like to allocate a small part of my portfolio for what I call “special…
Jul 14, 2021
3
3
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