Is ASOS still worth it? Since I first published my analysis on ASOS in April, Snir David Sep 13, 2022 7 min read
ASOS financial performance Following my deep dive on ASOS, I got some comments Snir David Apr 25, 2022 6 min read
ASOS value and growth potential DISCLAIMER: ASOS is now the biggest position in my portfolio. Snir David Apr 7, 2022 20 min read
Seritage Growth Properties is a deep-value REIT Seritage Growth Properties ($SRG) has been a value-community darling for Snir David Jan 8, 2022 11 min read
Is there an opportunity after a disastrous game release? Summary $OTGLY CD Projekt Red Ranks Financials 5/5 Management Snir David Apr 13, 2021 20 min read
Twitter finds new business models Summary $TWTR Twitter Ranks Financials 5/5 Management 4/5 Snir David Mar 5, 2021 10 min read