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February 3 2026
AI's Impact on Software Lending, Bank Earnings, and Buying the Infrastructure and Insurance Dip
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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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28
1
Thinking Outside the Box
Unlocking Institutional Borrowing and Lending Rates With Box Spreads
Jan 14
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23
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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32
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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28
1
Capital Markets, AI, and Rare Earths
5 Lesser-Known Names with High Exposure
Oct 15, 2025
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37
3
30 Days to November
From Collapse to Cash Cow - The Quiet Comeback of the Florida Insurance Specialists
Oct 8, 2025
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Cluseau Research
56
Deep Value In Options?
Using Options Overlays to Structure a Maximum Risk-to-Reward Setup
Sep 23, 2025
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Cluseau Research
38
2
Dividends, Discounts, Diamonds in the Rough
An Inflecting Pawn Shop at 7x Earnings, a Japanese Software Developer at 12x, a Newly Restructured Bank with a Soon-To-Be 9% Dividend, and a 8.3% Bank…
Sep 10, 2025
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46
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