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Position Updates - LUCK, BGC, CMP
Lucky Strike Entertainment (Ticker: LUCK)
May 21
•
Dominick D'Angelo
2
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Position Updates - LUCK, BGC, CMP
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April 2025
Q1 2025 Investor Letter
I’ll Leave The Political Commentary for Others
Apr 25
•
Dominick D'Angelo
3
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Q1 2025 Investor Letter
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Quick Note - Additional Findings on Compass Minerals (CMP)
Union Contract
Apr 8
•
Dominick D'Angelo
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Quick Note - Additional Findings on Compass Minerals (CMP)
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March 2025
Compass Minerals (Ticker:CMP)
New Management Initiatives + Strong Q2 Should Drive The Stock Higher
Mar 30
•
Dominick D'Angelo
4
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Compass Minerals (Ticker:CMP)
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Three Interesting Setups
Now that we are nearly through earnings season, I thought I’d highlight a few ideas on my radar and what makes them potentially interesting investments…
Mar 3
•
Dominick D'Angelo
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Three Interesting Setups
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February 2025
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
8
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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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