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Developments in the titanium dioxide market bring the Contran Corporation back into focus
Discounts stacked within special situations within a potential cyclical bottom
Jun 10
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scalpavelli
4
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Developments in the titanium dioxide market bring the Contran Corporation back into focus
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Sunday Market Prep (#3)
Dear Reader,
Jun 8
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scalpavelli
3
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Sunday Market Prep (#3)
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Corporate Accounting by Example: Dual Share Classes (#1)
Sometimes it pays to be low class
Jun 7
•
scalpavelli
9
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Corporate Accounting by Example: Dual Share Classes (#1)
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Sunday Market Prep (#2)
Dear Reader,
Jun 1
•
scalpavelli
2
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Sunday Market Prep (#2)
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5
May 2025
Sunday Market Prep (#1)
Highlighting some opportunities on my radar
May 25
•
scalpavelli
5
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Sunday Market Prep (#1)
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1
April 2025
Limestone Monthly Digest (#1)
Dear Reader,
Apr 18
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scalpavelli
1
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Limestone Monthly Digest (#1)
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Investing in Japan's Circular Economy
It's not just recycling, it's *Japanese* recycling
Apr 13
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scalpavelli
6
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Investing in Japan's Circular Economy
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1
6 "no brainer" trades for Trump's Economy
And other updates
Apr 12
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scalpavelli
8
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6 "no brainer" trades for Trump's Economy
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March 2025
Nacco Industries is a strong pre-earnings setup
The chart is testing a breakout, while management has telegraphed operating improvements across the board
Mar 3
•
scalpavelli
11
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Nacco Industries is a strong pre-earnings setup
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6
February 2025
Campbell's is executing well on Scalpavelli's turnaround game plan
Sitting on the long-term support trend-line, I am a buyer
Feb 5
•
scalpavelli
6
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Campbell's is executing well on Scalpavelli's turnaround game plan
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1
Repsol is the cheapest energy large cap
Dare I say, legal risk in Peru is "priced in"?
Feb 1
•
scalpavelli
5
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Repsol is the cheapest energy large cap
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1
January 2025
Associated British Foods is priced for apathy and ignorance
Operating results soar to new highs while trading multiples collapse to decades-lows
Jan 21
•
scalpavelli
9
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Associated British Foods is priced for apathy and ignorance
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5
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