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Global Dental Labs and US Malls
Updates on Two High Conviction Trades: Modern Dental Group and CBL Properties
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March 2026 Trade Review
Trade Recap - Here's What I've Been Buying and Selling
Mar 9
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Cluseau Research
77
2
Kazakhstan, Japan, and Trimming a Winner
A 9% Yield for a "Growth" Name, Using Share Repurchase Reports to Time "Dip Buys", and Trimming a Winner
Mar 2
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Cluseau Research
53
2
Earnings Updates and A Software Shot in the Dark
Value in the Wreckage?
Feb 20
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Cluseau Research
54
1
February 3 2026
AI's Impact on Software Lending, Bank Earnings, and Selectively Buying the Infrastructure and Insurance Dip
Feb 3
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Cluseau Research
66
2
Jan 26 2026
Earnings Season Heats Up With Semis in Focus, a Hidden Japanese Discount-to-Nav Situation Set to Report, and a Rare Vote of Confidence in HK Small Caps
Jan 26
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Cluseau Research
29
1
Thinking Outside the Box
Unlocking Institutional Borrowing and Lending Rates With Box Spreads
Jan 14
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Cluseau Research
24
1
Snacking on Banking and Insurance
A Spoon Full of 7x Value Makes the Medicine Go Down, and My Thoughts on Timing and Position Sizing
Nov 25, 2025
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Cluseau Research
40
Double Vision?
Getting the Most Out of Your Money With Dual Class Shares - Samsung, Taiwan Semi, and a Niche Financials Name at 6.5x Earnings and a 4.8% Dividend
Nov 11, 2025
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Cluseau Research
33
Tis The (Earnings) Season
Updates on the High Conviction Trade Series, and What I'm Looking For Next
Oct 27, 2025
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Cluseau Research
28
1
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