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Monday, October 20, 2025
Japan's Activist Stock Names
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This post first appeared on 8percentpa.substack.com and is now the #1 most read post on our substack. Since we started to talk about shareho...
Friday, September 19, 2025
How Warner Bros Discovery Delivered An Agonizing 126% Return For Our Portfolio
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Background: Warner Bros Discovery, one of our earliest portfolio names, might be bought out and merged with Paramount Skydance as reported b...
Sunday, August 17, 2025
Pivot to Shareholder Activism as 8% Value Activist!
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This post first appeared on 8percentpa.substack.com Time files. It has been c.20 years since we started blogging here. Today, few people use...
1 comment:
Friday, August 01, 2025
QYLP ETF - Deep Dive
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This post first appeared on 8percentpa.substack.com We wrote an earlier post on this covered call ETF. We discussed how it could be an inter...
1 comment:
Saturday, July 12, 2025
Activist Targets Swatch!
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This post first appeared on 8percentpa.substack.com Today, we would like to discuss Swatch. We have looked at Swatch for donkey years and wr...
Friday, June 20, 2025
The Curious Case of UOI
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This post first appeared on substack . This is a short commentary about UOI and not a full review for the stock to be in the portfolio. Inte...
Saturday, April 26, 2025
Tariff Tantrums and the SPX Bear Run
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This post is also on substack . Thanks to Trump, April 2025 might go down in history as the first President-inflicted bear market of the 21s...
Friday, March 21, 2025
2025 FCF and Dividend List
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This post first appeared on 8percentpa.substack.com This year's first batch of dividend lists are out! Instead of using Poems, we will t...
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