Archive - BlackBull Research

Hwang by Lunchtime

So long, Bill Hwang. Thanks for all the fish

9 hrs ago •

BlackBull Research

Hong Kong Layover

Or: buying something for 5 HKD that's worth about 25

Nov 19 •

BlackBull Research

Why Xero succeeds and The Warehouse fails

Two different types of business strategy

Nov 18 •

BlackBull Research

"Hey, there's a bubble"

Thoughts on both the TRUMP TRADE melt-up and our bast fran Lina at the FTC

Nov 13 •

BlackBull Research

People are going to keep drinking booze

Though stock prices don't reflect that

Nov 11 •

BlackBull Research

Tariffs, small town economies and what a Trump victory means

In which I ramble while landing on one or two good points

Nov 7 •

BlackBull Research

Quarterly Earnings Don't Matter

Plus -- the luggage-themed Melbourne cup

Nov 5 •

BlackBull Research

Distrestée Lauder

Unpicking the Estée Lauder conundrum after a shocker result

Nov 1 •

BlackBull Research

October 2024

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