Archive - Reveles Research, LLC

Good Biz, Temporary Setback, Only 40% Above Liquidation Value

May 29 •

Good Biz, Temporary Setback, Only 40% Above Liquidation Value

May 29 •

Exiting Vinci ($DG)

Vinci is a great, well-managed company.

May 8 •

Why Greggs Reminds Me of Zara

And Why That Makes Me Bullish

May 5 •

April 2025

Britain's Best Food-to-Go on Sale

Apr 17 •

The Hidden Price of Trade Deficits

Foreign Investment Isn’t Free—It’s a Claim on Future American Prosperity

Apr 4 •

March 2025

Performance Review

Last year, we wrote about and recommended seven companies, three of which we later advised selling.

Mar 10 •

January 2025

Learnings & Predictions

Welcome to 2025

Jan 13 •

December 2024

Lantheus Holdings

$LNTH is a cash-rich company in the growing field of radio-pharmaceuticals

Dec 20, 2024 •

We are selling our Hershey position on the news that Mondelez will buy it, which this morning drove the stock up 15%.

Dec 9, 2024 •

November 2024

Buffett once famously said, “The first rule of an investment is don't lose money.

Nov 5, 2024 •

October 2024

Clearwater Paper

As of October 2024, Clearwater Paper was trading at $27.9 and had a market cap of $464mm.

Oct 8, 2024 •

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