Given that most ideas haven't (fully) played out yet, I wondered whether you will still be able to provide updates on them? Naturally, businesses and opportunities change over time and it would be fantastic if you were able to continue to comment on previously published investment opportunities!
Thanks again for this substack (either way)! I will mention that I really appreciated the focus on low risk, high value only (i.e. asymmetry; I hate going through ideas which result in a 20% upside) as well as the quality and consistency of the write-up, including risks!
OMG, so happy for you, congratulations! I basically found your blog only a couple of days ago and I was delighted by its content! Sadly, you probably will not be posting much here... Anyway, all the best in your career!
Congratulations on your new job and thanks for your investing posts - it's always useful to see pro-level, detailed ideas like yours.
Just a quick note to say that I've really appreciated the Substack and wish you the best in your new venture!
Congratulations on your new job, Leo!
Given that most ideas haven't (fully) played out yet, I wondered whether you will still be able to provide updates on them? Naturally, businesses and opportunities change over time and it would be fantastic if you were able to continue to comment on previously published investment opportunities!
Thanks again for this substack (either way)! I will mention that I really appreciated the focus on low risk, high value only (i.e. asymmetry; I hate going through ideas which result in a 20% upside) as well as the quality and consistency of the write-up, including risks!
All the best!
OMG, so happy for you, congratulations! I basically found your blog only a couple of days ago and I was delighted by its content! Sadly, you probably will not be posting much here... Anyway, all the best in your career!
good luck, hope you post often at least on non-conflicted ideas. 2 questions :
a. to avoid MLP, is CVI a worthwhile play for the UAN component?
b. what's to keep icahn subverting cashflow\distributions at the cost to common unitholders (and to CVI) ?