The Lion's Roar - Outside the Box Investments
Subscribe
Sign in
Home
Notes
Archive
About
Latest
Top
Discussions
Donnelley Financial (DFIN)
Headwinds to Tailwind Make for a Compelling Setup
Jan 6
•
Dominick D'Angelo
2
Share this post
The Lion's Roar - Outside the Box Investments
Donnelley Financial (DFIN)
Copy link
Facebook
Email
Notes
More
November 2024
Five Point Holdings (FPH) - Takeaways From my Trip to California
Takeaways From the Road
Nov 29, 2024
•
Dominick D'Angelo
2
Share this post
The Lion's Roar - Outside the Box Investments
Five Point Holdings (FPH) - Takeaways From my Trip to California
Copy link
Facebook
Email
Notes
More
Graftech (EAF): Q3 Results & Takeaways
Graftech (EAF) Q3 Results & Thoughts:
Nov 13, 2024
•
Dominick D'Angelo
3
Share this post
The Lion's Roar - Outside the Box Investments
Graftech (EAF): Q3 Results & Takeaways
Copy link
Facebook
Email
Notes
More
BGC Q3 Results: Thoughts & What to do
Q3 BGC Results
Nov 10, 2024
•
Dominick D'Angelo
1
Share this post
The Lion's Roar - Outside the Box Investments
BGC Q3 Results: Thoughts & What to do
Copy link
Facebook
Email
Notes
More
2
Bowlero(BOWL) Q1 Thoughts
Bowlero (BOWL) Q1 Review
Nov 8, 2024
•
Dominick D'Angelo
1
Share this post
The Lion's Roar - Outside the Box Investments
Bowlero(BOWL) Q1 Thoughts
Copy link
Facebook
Email
Notes
More
October 2024
Seaport Entertainment (SEG) - Management Call Takeaways
SEG Management Call Takeaways - 10/16/24
Oct 17, 2024
•
Dominick D'Angelo
9
Share this post
The Lion's Roar - Outside the Box Investments
Seaport Entertainment (SEG) - Management Call Takeaways
Copy link
Facebook
Email
Notes
More
1
Q3 2024 Investor Letter
Mistakes Happen – Time for An Honest Discussion
Oct 14, 2024
•
Dominick D'Angelo
4
Share this post
The Lion's Roar - Outside the Box Investments
Q3 2024 Investor Letter
Copy link
Facebook
Email
Notes
More
September 2024
Bowlero Corp
Levered in Every Way
Sep 16, 2024
•
Dominick D'Angelo
4
Share this post
The Lion's Roar - Outside the Box Investments
Bowlero Corp
Copy link
Facebook
Email
Notes
More
August 2024
Seaport Entertainment (SEG) - Thoughts and Waffling
There have been several posts about the recent Seaport Entertainment (SEG) spinoff from Howard Hughes (HHH).
Aug 30, 2024
•
Dominick D'Angelo
10
Share this post
The Lion's Roar - Outside the Box Investments
Seaport Entertainment (SEG) - Thoughts and Waffling
Copy link
Facebook
Email
Notes
More
5
Franklin Covey
Cheap With Accelerating Fundamentals
Aug 9, 2024
•
Dominick D'Angelo
4
Share this post
The Lion's Roar - Outside the Box Investments
Franklin Covey
Copy link
Facebook
Email
Notes
More
July 2024
Graftech (EAF) - Time To Move On
For those that follow me on Twitter(X), you’ll know Graftech(EAF) has been a portfolio position for ~3 years and has struggled almost the entire time.
Jul 29, 2024
•
Dominick D'Angelo
3
Share this post
The Lion's Roar - Outside the Box Investments
Graftech (EAF) - Time To Move On
Copy link
Facebook
Email
Notes
More
Q2 Investor Letter
Q2 2024 July 19, 2024
Jul 19, 2024
•
Dominick D'Angelo
5
Share this post
The Lion's Roar - Outside the Box Investments
Q2 Investor Letter
Copy link
Facebook
Email
Notes
More
3
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
