Reveles Research, LLC

The Greatest Trades II

This post is not going to be about one great trade exactly, but about the history of accounting and how it lead to the rise of trading in general.

Aug 17 • Reveles

1

July 2026

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.

Jul 8 • Reveles

2

June 2026

LKQ Corp

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

Jun 22 • Reveles

4

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