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The Dollar Smile
Hedging the euro
Sep 25
•
Reveles
The Price That Owns You
How Crypto Turns Balance Sheets Fragile
Sep 17
•
Reveles
1
Exiting $VLO
We first covered Valero in early 2024 and bought shares at an average of $120.
Sep 12
•
Reveles
Cultivating Patience
Over the years, people have often asked Buffett what sets him apart from the typical investor.
Sep 8
•
Reveles
1
August 2025
Reducing $VRLA
New developments
Aug 27
•
Reveles
Verallia Update
Lower gas costs will drive higher-than-expected earnings growth
Aug 3
•
Reveles
1
July 2025
Hedging the Pound
And loading up on $GRG
Jul 3
•
Reveles
2
May 2025
Aumann AG
Decent Biz, Temporary Setback, Only 40% Above Liquidation Value
May 29
•
Reveles
Exiting Vinci ($DG)
Vinci is a great, well-managed company.
May 8
•
Reveles
Why Greggs Reminds Me of Zara
And Why That Makes Me Bullish
May 5
•
Reveles
3
April 2025
Greggs Plc
Britain's Best Food-to-Go on Sale
Apr 17
•
Reveles
1
The Hidden Price of Trade Deficits
Foreign Investment Isn’t Free—It’s a Claim on Future American Prosperity
Apr 4
•
Reveles
1
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