Rodrigo’s Newsletter

Ideas about companies and other investing/money stuff. Few will be good.
Created 01 Jun 2020
  • Inspired Entertainment
    29 Sep 2021 • 6 min read • 4 0
    The business To understand the company we need to look into the segments and disentangle each one of the lines of business as they are gaming related, but radically different. Segments – newly reorgan...
  • Corecard - INS
    30 Jul 2021 • 11 min read • 2 0
    It has been a long time without articles here. Main reason is that I have been too busy. I feel the market has changed and accelerated, the time it takes for the market to switch moods and to price in...
  • The 21st Century Mayflower lands in Europe.
    14 Feb 2021 • 5 min read • 2 0
    In a reverse Mayflower move, America’s latest creed is landing in Europe. The SPAC fever is oozing into other capital markets, and in a similar fashion than when it started in the US, complex and nove...
  • Minim, a call on the former Dyn team.
    05 Jan 2021 • 7 min read • 3 0
    Zoom Telephonics Business Zoom has been around for a long time - they still have dial-up modems - during all their history, Zoom has commercialized Internet access and other communication products (ca...
  • Whatever works (for you). Also a biotech bet.
    20 Dec 2020 • 4 min read
    I have always wanted to share something on portfolio construction/structure. These reflections may seem obvious, but given the level of noise out there, I thought it was worth putting something on pap...
  • Dwelling on the SPAC phenomenon
    15 Oct 2020 • 5 min read • 1 0
    Pre-deal SPACs The general strategy of buying a pre-deal SPAC common share is benefiting from a potential good deal with the downside protection of the redemption at NAV. Obviously, the problem is the...
  • The bull case for WIX
    05 Aug 2020 • 1 min read • 1 0
    What is WIX? is an Israeli company focused on webdesign with a freemium model of monetization. The proposition it is clear, Wix offers a toolkit and hosting for anyone to build a website for f...
  • Intellicheck - IDN
    08 Jul 2020 • 3 min read • 3 2
    The business IDN provides verification of fake ID’s for all North America issued ones. Basically it scans (in 2D vs 1D for other uses of the barcode) driving licenses and then checks whether the scann...
  • ClearPoint Neuro - A good speculative case
    01 Jun 2020 5 0
    ClearPoint Neuro es una compañía que se dedica a vender a equipos y consumibles para operaciones de neurocirugía. Este nicho de intervenciones quirúrgicas se caracteriza por la inmensa delicadeza de l...
  • Ideas about companies and other investing/money stuff. Few will be good.
    01 Jun 2020 • < 1 min read • 1 0
    Welcome to Rodrigo’s Newsletter by me, Rodrigo. Don't do multiple arbitrage. Sign up now so you don’t miss the first issue. Subscribe now In the meantime, tell your friends!
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