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Newsletter · By Andy · Official site

Indexed issues, last 90 days
2
Latest publication
Aug 26, 2026
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Earliest in this view
Jul 26, 2026
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Latest issues

  1. Issue · Aug 26, 2026

    Perspectives (opens the original)

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    ///Terravest released their 2026 Q3 earnings on August 13th, 2026, covering the three months ended June 30, 2026. The results were mixed, featuring both concerning developments and some worth applauding.Terravest’s enormous bet on tank trailers: their March 2025 Entrans, April 2025 L.B.T. and May 2025 Tankcon acquisitions, all now more than a year old, posted their worst quarter yet. On the other hand, Terravest’s HVAC segment is selling fuel storage and related systems into the data center mark

  2. Issue · Jul 26, 2026

    Hollywood picks #2 (opens the original)

    Excerpt · Neutral tone

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    ///I shared my first batch of Hollywood picks in March of 2026. And as I thought, this is now a recurring format. “Hollywood” is a real life friend of mine with whom I talk about stocks, but mostly other stuff with. While Hollywood and I continue to stay in touch, he did not ask for a refresh. And I’m not sure whether he took any of my previous suggestions! No worries. Here are four more stocks I’ve been buying of late.Programming note. I provide view access to the <a href="https://docs.google.c

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