Deep Dives, Special Situations, Generals and Workouts

Generals and Workouts

Deep Dives, Special Situations

Deep dives on net-nets, special situations and other mispriced opportunities in the stock market.

Equity Bottom-Up

<ul><li>When it comes to investing, an important skill is what poker players call game selection.</li><li>In the poker world, it means finding the right opponents to play against.</li><li>In the investing context, it’s what Charlie Munger is referring to when he says “fish where the fish are”.</li></ul>

When it comes to investing, an important skill is what poker players call game selection.In the poker world, it means finding the right opponents to play against.In the investing context, it’s what Charlie Munger is referring to when he says “fish where the fish are”.

United States

Cytec Industries Inc. delivers specialty material and chemical technologies beyond our customers' imagination. The Company focuses on innovation, advanced technology, and application expertise to develop, manufacture and sell products. Cytec's products serve a diverse range of end markets including aerospace and industrial materials, mining and plastics.

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Cytec Industries (CYT US)

The curious case of Cyteir Therapeutics

When it comes to investing, an important skill is what poker players call game selection. In the poker world, it means finding the right opponents...

Generals and Workouts

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