A high torque offshore play and some broader thoughts on my current favorite sector| ragingbullinvestments.substack.com
A local monopoly exposed to strong growth tailwinds and helmed by prudent capital allocators...available at a 40% discount to NAV.| ragingbullinvestments.substack.com
A catalyst-rich net-net with a path to becoming a dominant player in an emerging industry| ragingbullinvestments.substack.com