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$cnty

06/25: Crude Thinking
Before the oil & gas deep dive, a look inward: five key shifts behind our evolving portfolio strategy w/ a thorough quarterly review
 • Alejandro Yela
05/25: Initiating Coverage on 10 New Names
With 91.3% in the Green, Time to Scout the Next Winners
 • Alejandro Yela
📝 Century Casinos $CNTY (#3) Primary Research
On-site honest 26-min review of a few casinos we visited
 • Alejandro Yela
04/25: Navigating Volatility for Long-Term Gains
A great example of how volatility can work in favor of public company investors
 • Alejandro Yela
📝 Century Casinos $CNTY (#2) Q4 2024 Update
From Shareholder Frustration to Financial Conviction: What the Numbers Say
 • Alejandro Yela
Century Casinos $CNTY - Stacking the Deck for Shareholders
A deep dive into the catalysts driving this overlooked gaming company forward after an intense CAPEX cycle
 • Alejandro Yela
💼 11/24: New Holdings, New Beginnings +52.90%
Portfolio Review including a new position reveal and mini thesis you need to see
 • Alejandro Yela
💼 10/24: Cardlytics Incoming Mega Catalyst
Portfolio Review + 2 Major announcement + THE DASHBOARD, the Spark that will Ignite Cardlytic's Growth
 • Alejandro Yela
💼 08/24: Massive Short Squeeze on the Horizon
Adding to a large position in anticipation of a short squeeze, and extended thoughts on crucial strategic changes within Cardlytics
 • Alejandro Yela
📝 Century Casinos $CNTY (#1) Rocky Gap Rises: The East Coast Casino Acquisition That’s Transforming Century Casinos
Q2 2024 update. 60% revenue surge! Rocky Gap Casino acquisition sparks growth, but what’s happening behind the scenes?
 • Alejandro Yela
💼 THP 07/24: The Rise of the Microcap
Microcaps, Coursera, Argentina, and Japan
 • Alejandro Yela
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