The Lion's Roar - Outside the Box Investments
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Performance of Public Writeups
To enhance transparency regarding the historical performance of ideas, I created a Google Doc that includes the historical performance along with links…
Feb 12
•
Dominick D'Angelo
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Performance of Public Writeups
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Lucky Strike Entertainment (LUCK): Q2 Thoughts & Outlook
Boy Do They Need Some LUCK
Feb 5
•
Dominick D'Angelo
4
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Lucky Strike Entertainment (LUCK): Q2 Thoughts & Outlook
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January 2025
Q4 2024 Investor Letter
Q4 2024 January 27th, 2024
Jan 31
•
Dominick D'Angelo
7
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Q4 2024 Investor Letter
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Five Point Holdings - Hedigan for 3
Five Point Holdings Q4 Update
Jan 24
•
Dominick D'Angelo
7
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Five Point Holdings - Hedigan for 3
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Donnelley Financial (DFIN)
Headwinds to Tailwind Make for a Compelling Setup
Jan 6
•
Dominick D'Angelo
4
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Donnelley Financial (DFIN)
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November 2024
Five Point Holdings (FPH) - Takeaways From my Trip to California
Takeaways From the Road
Nov 29, 2024
•
Dominick D'Angelo
2
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Five Point Holdings (FPH) - Takeaways From my Trip to California
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Graftech (EAF): Q3 Results & Takeaways
Graftech (EAF) Q3 Results & Thoughts:
Nov 13, 2024
•
Dominick D'Angelo
3
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Graftech (EAF): Q3 Results & Takeaways
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BGC Q3 Results: Thoughts & What to do
Q3 BGC Results
Nov 10, 2024
•
Dominick D'Angelo
2
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BGC Q3 Results: Thoughts & What to do
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2
Bowlero(BOWL) Q1 Thoughts
Bowlero (BOWL) Q1 Review
Nov 8, 2024
•
Dominick D'Angelo
1
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Bowlero(BOWL) Q1 Thoughts
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October 2024
Seaport Entertainment (SEG) - Management Call Takeaways
SEG Management Call Takeaways - 10/16/24
Oct 17, 2024
•
Dominick D'Angelo
10
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Seaport Entertainment (SEG) - Management Call Takeaways
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1
Q3 2024 Investor Letter
Mistakes Happen – Time for An Honest Discussion
Oct 14, 2024
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Dominick D'Angelo
4
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Q3 2024 Investor Letter
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September 2024
Bowlero Corp
Levered in Every Way
Sep 16, 2024
•
Dominick D'Angelo
4
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Bowlero Corp
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