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The Dust Has Settled
A Stock That's Down over 55% since IPO
Feb 15
•
Refcell Capital
4
1
Downright Disrespect
When Guidance Obliterates Analyst Models
Feb 14
•
Refcell Capital
2
Batting Averages
Ramblings on Being Wrong When Investing
Feb 11
•
Refcell Capital
4
Most Popular
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What's Up Kaspi?
Jan 11
•
Refcell Capital
27
2
3
A Hidden Monopoly in Plain Sight
Sep 3, 2025
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Refcell Capital
3
Dividend Portfolio
Jan 28
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Refcell Capital
3
Introducing: Carnot Fund I
Aug 25, 2025
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Refcell Capital
2
Downright Disrespect
Feb 14
•
Refcell Capital
2
Carnot Fund I: Newsletter Volume III
Sep 13, 2025
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Refcell Capital
2
Latest
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Discussions
Microsoft
OpenAI Woes and a SAAS Price
Feb 11
•
Refcell Capital
2
1
It's About You
From Bankruptcy to $3B Identity Platform
Feb 8
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Refcell Capital
1
1
That's Odd
Cheap, Innovating, and Crushing Expectations
Feb 7
•
Refcell Capital
Full Circle
PayPal's Sentiment With Palantir's Numbers?
Feb 5
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Refcell Capital
3
2
Bagholders Assemble!
Post Earnings Reaction on PayPal (PYPL). All Pain, No Pal.
Feb 3
•
Refcell Capital
3
1
Dividend Portfolio
A Brand New Dividend Portfolio Built From Scratch
Jan 28
•
Refcell Capital
3
Amazon
It's Time to Pay Attention
Jan 25
•
Refcell Capital
3
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Refcell Capital
Deep Value Investments where no one will look. https://github.com/refcell/capital
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