Case Studies

Reviewing case studies of trades that worked and trades that didn't.

Jan

Darling, Fraud & Fortune

The Rise, Fall and Rebirth of Equity Funding Corporation of America The company Fortune magazine called the fastest-growing diversified financial

21 Jan 2026

33 min read

Oct

Introduction This was a situation I got into in 2017 that resulted in ~50% absolute return in a few months,

19 Oct 2025

4 min read

Aug

This was an idea I posted on Twitter last summer. It is a review of ARC Document Solutions (ARC) after

05 Aug 2025

3 min read