Reveles Research, LLC

Exiting $LNTH

Lantheus is a producer of radio-diagnostics, which are compounds that use radioactive isotopes to show where cancer is present in the body.

18 hrs ago • Reveles

2

June 2026

LKQ Corp

Dependable biz, 8x P/FCFE, potential sale upside

Jun 22 • Reveles

1

May 2026

The Greatest Trades I

A new series of posts.

May 18 • Reveles

1

1

March 2026

2025 Performance Review

It’s been two years since we started Reveles.

Mar 27 • Reveles

1

Open Claw and the Skill of Tomorrow

Change is the only constant, so why not constantly change?

Mar 11 • Reveles

4

December 2025

The Perils of Palantir

Investor Michael Burry, best known for predicting the subprime mortgage collapse depicted in The Big Short, recently gave a rare interview in which he…

Dec 28, 2025 • Reveles

1

November 2025

Allison Transmission

Transmitting value...

Nov 11, 2025 • Reveles

2

A Little Rebalancing, Maybe

The Trump ‘Credibility’ Panic

Nov 2, 2025 • Reveles

1

September 2025

The Dollar Smile

Hedging the euro

Sep 25, 2025 • Reveles

The Price That Owns You

How Crypto Turns Balance Sheets Fragile

Sep 17, 2025 • Reveles

2

Exiting $VLO

We first covered Valero in early 2024 and bought shares at an average of $120.

Sep 12, 2025 • Reveles

Cultivating Patience

Over the years, people have often asked Buffett what sets him apart from the typical investor.

Sep 8, 2025 • Reveles

3