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Akre Cut Mastercard to Buy a Junkyard Stock Down 50%. That Stock Is Copart (CPRT).
One of the greatest compounders alive is sitting on $107 million of losses and buying more. The company just spent $1.6 billion eating itself. The…
23 hrs ago
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Cannibal Stocks
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Horsehead Holding: How Mohnish Pabrai Lost $100 Million on a Stock Whose Bankruptcy Was Announced in Public Filings, Quarter After Quarter
The zinc company that announced its own bankruptcy for eighteen months straight.
Jul 22
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Cannibal Stocks
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Buffett Named Three People He Would Trust With His Money. Two Are Famous. The Third Just Bet Half His Fund on a Car Dealer.
Group 1 Automotive (GPI), the ghost of Ruane Cunniff, and a company that is eating itself off the stock exchange
Jul 19
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Cannibal Stocks
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TAV Airports (TAVHL). They Bought an Airport With Zero Passengers. Then a Mob Stormed It.
The first serious English deep dive on the company where Mohnish Pabrai owns more than 5 percent and refuses to sell
Jul 12
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Who Really Runs Alpha, Warrior and Transocean?
The Autopsy
Jul 9
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Q2 2026 Portfolio Update: Warrior Met Coal, AMR, Transocean and Bitcoin
Waiting for Christmas
Jul 7
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Offshore Drilling: The Last Drillship Ever Built Has Already Been Built
Where we are in the offshore cycle, and why this one does not end the way the old ones did.
Jul 4
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Notes from the Singapore Coking Coal Conference 2026
The Singapore Coking Coal Conference is one of the few places each year where the people who actually move this market sit in one room and talk.
Jul 2
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Cannibal Stocks
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June 2026
Lululemon: The Market Just Priced America at Zero
Michael Burry, a man who shorts bubbles was buying this on the way down
Jun 29
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Nick Sleep: He Held Amazon at $30 and Didn't See It
A rare look inside the letters of Nick Sleep
Jun 25
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Cannibal Stocks
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Charter Communications: Deep Dive Into a Broken Stock and a Cash Machine
A Broken Stock, a Cash Machine, and a CEO Buying the Panic
Jun 23
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Cannibal Stocks
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Nick Sleep: The Man Who Turned $1 Into $10, Then Walked Away
In 2008, as the financial world was caving in, George Soros stood up at an event in New York and named the single stock he was shorting as the…
Jun 21
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Cannibal Stocks
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