A liquidity crunch forcing the monetization of Class A real estate to deleverage, coupled with an incoming inflection at the operating business, provides fuel for a potential multibagger| ragingbullinvestments.substack.com
And some brief thoughts on Organigram, the broader industry, and capital cycles| ragingbullinvestments.substack.com
Today's frustrations are tomorrow's opportunity: some thoughts on small caps, biotech, coal, and an extended word on real estate| ragingbullinvestments.substack.com