$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

Jul 1 •

💼 05/25: Initiating Coverage on 10 New Names

With 91.3% in the Green, Time to Scout the Next Winners

Jun 2 •

📝 Century Casinos $CNTY (#3) Primary Research

On-site honest 26-min review of a few casinos we visited

May 29 •

💼 04/25: Navigating Volatility for Long-Term Gains

A great example of how volatility can work in favor of public company investors

May 6 •

📝 Century Casinos $CNTY (#2) Q4 2024 Update

From Shareholder Frustration to Financial Conviction: What the Numbers Say

Mar 18 •

📈 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

Jan 14 •

💼 11/24: New Holdings, New Beginnings +52.90%

Portfolio Review including a new position reveal and mini thesis you need to see

Dec 3, 2024 •

💼 10/24: Cardlytics Incoming Mega Catalyst

Portfolio Review + 2 Major announcement + THE DASHBOARD, the Spark that will Ignite Cardlytic's Growth

Nov 5, 2024 •

💼 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

Sep 3, 2024 •

📝 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?

Aug 11, 2024 •

💼 THP 07/24: The Rise of the Microcap

Microcaps, Coursera, Argentina, and Japan

Aug 2, 2024 •

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