Tidefall Notes

Tidefall Capital Management
Stocks
Created 16 Jan 2021
18
Posts
88
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22
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  • Q3 2021 Letter
    18 Oct 2021 9 1
  • Irrational Exuberance?
    31 Aug 2021 • 3 min read • 9 0
    “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” - Sir John Templteton A quick post on the market’s current valuation. My thoughts are similar to my Fe...
  • Q2 2021 Letter
    19 Jul 2021 11 4
  • App Store Insanity
    23 Jun 2021 • 4 min read • 1 2
    “I find it quite useful to think of a free market economy as sort of the equivalent of an ecosystem.” - Charlie Munger Apple’s App store first launched in 2008 and took a cut of 30% of revenues. In 20...
  • WeWork: More Than Millenial Hype?
    24 May 2021 • 13 min read • 7 0
    Name the characteristics of an ideal investment: Conservative balance sheet. Owner/operator. History of high returns on capital. Now let me present an idea that has none of the above. And just for goo...
  • Is Apple An Above Average Business?
    05 May 2021 • 3 min read • 4 0
    Apple, the most well covered stock in history appears cheap. Everybody knows this company so let’s just jump to what I think the market is missing. Apple’s Ecosystem: What is under-appreciated is not ...
  • Q1 2021 Letter
    19 Apr 2021 4 5
  • Launching A Hedge Fund
    04 Mar 2021 • 6 min read • 13 3
    January 21st marked Tidefall’s one year anniversary. I’ve had a lot of people on FinTwit contact me about this experience as they are interested in doing something similar. So I figured I’d write down...
  • Facebook vs Australia
    23 Feb 2021 • 3 min read • 3 1
    Australia recently announced a bill that would require Facebook and Google to pay news publishers for displaying news links on their sites. This would be a change to their business models as historica...
  • The CSU Letter
    17 Feb 2021 • 2 min read • 3 1
    Another quick post as it seems like the closer somebody is to Constellation Software the less they are willing to talk about it. Constellation is a fascinating Canadian company with an unparalleled cu...
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