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Thinking Outside the Box
Unlocking Institutional Lending and Borrowing Rates With Box Spreads
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Snacking on Banking and Insurance
A Spoon Full of 7x Value Makes the Medicine Go Down, and My Thoughts on Timing and Position Sizing
Nov 25, 2025
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Cluseau Research
41
Double Vision?
Getting the Most Out of Your Money With Dual Class Shares - Samsung, Taiwan Semi, and a Niche Financials Name at 6.5x Earnings and a 4.8% Dividend
Nov 11, 2025
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Cluseau Research
31
Tis The (Earnings) Season
Updates on the High Conviction Trade Series, and What I'm Looking For Next
Oct 27, 2025
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Cluseau Research
28
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Capital Markets, AI, and Rare Earths
5 Lesser-Known Names with High Exposure
Oct 15, 2025
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Cluseau Research
37
3
30 Days to November
From Collapse to Cash Cow - The Quiet Comeback of the Florida Insurance Specialists
Oct 8, 2025
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Cluseau Research
56
Deep Value In Options?
Using Options Overlays to Structure a Maximum Risk-to-Reward Setup
Sep 23, 2025
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Cluseau Research
38
2
Dividends, Discounts, Diamonds in the Rough
An Inflecting Pawn Shop at 7x Earnings, a Japanese Software Developer at 12x, a Newly Restructured Bank with a Soon-To-Be 9% Dividend, and a 8.3% Bank…
Sep 10, 2025
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Cluseau Research
46
Shifting Into "Rates Down"
Six Names Across Banking and Real Estate Poised to Benefit from Rate Cuts
Aug 29, 2025
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Cluseau Research
59
Juicing The Market, One Repurchase at a Time
The Most Powerful Factor in Asia: The Buyback Factor
Aug 14, 2025
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50
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