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My 20 Book Recommendations
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943f67b7-4a83-4308-9a7e-4f37c2613afc_750x460.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="My first post on book recommendations" class="sizing-normal" height="460" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943f67b7-4a83-4308-9a7e-4f37c2613afc_750x460.jpeg" title="My first post on book recommendations" width="750" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path …
Even More Problems at B. Riley (RILY)
<p>On February 1 of last year, The Bear Cave published on B. Riley and highlighted B. Riley’s ties to Brian Kahn, an alleged co-conspirator in a large fraud at Prophecy Asset Management. The Bear Cave <a href="https://thebearcave.substack.com/p/problems-at-a-billion-dollar-mess">wrote</a>,</p><blockquote><p>“Despite heavy criticism from a collection of prominent activist short-sellers… The Bear Cave believes …
Market Recap: 10/7 - 10/11
<p>As promised, this market recap is out a day late, but still released to go over an important week in the market! We learned some of the discussions that led to last month’s 50bps rate cut, new CPI data and kicking off earnings season!</p><p class="button-wrapper"><a class="button primary" href="https://beansandbucks.substack.com/subscribe"><span>Subscribe now</span></a></p><p><strong>Wednesday - …
#73 Blackrock
<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like—it really helps grow our community of investors. Thank you for your continued …
Deep dive into Kellogg ($KLG)
<div class="captioned-image-container"><figure><a class="image-link image2" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb56d9772-3deb-40b5-b0da-5cb474531bee_716x155.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="155" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb56d9772-3deb-40b5-b0da-5cb474531bee_716x155.png" width="716" /><div></div></div></a></figure></div><p><strong>1.0 Introduction</strong></p><p>Kellogg is a great example of a company with a rich history, that <strong>started by mistake. </strong>For that reason, I’d like to start this post outlining its history, before we dive deep into the company …
Problems at Signet Jewelers (SIG)
<p><strong>Signet Jewelers</strong> (NYSE: SIG — $2.56 billion) is the world’s largest retailer of diamond jewelry with around 2,700 stores under brands including Zales, Kay, and Jared. Signet’s stores are often in malls and generally cater to the low-to-middle-income demographic, especially couples looking for engagement rings. The Bear Cave believes today’s …
Custodial / Spousal IRAs
<p>As we have discussed at length, there are a few individual retirement accounts (IRAs) that you can contribute to for your retirement savings. However, there are two more accounts that we need to review: custodial and spousal! These two IRAs are for your children and a spouse with no income.</p><p …
Deep dive into Enphase ($ENPH)
<div class="captioned-image-container"><figure><a class="image-link image2" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9db961e-e2f1-41a1-bc4c-fdb157294d0c_2560x456.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="File:Enphase logo.svg - Wikimedia Commons" class="sizing-normal" height="259" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9db961e-e2f1-41a1-bc4c-fdb157294d0c_2560x456.png" title="File:Enphase logo.svg - Wikimedia Commons" width="1456" /><div></div></div></a></figure></div><p><strong>1.0 Introduction</strong></p><p>Enphase was founded in 2006, and it aims to become a <strong>one-stop shop for solar installers</strong> offering microinverters, energy storage, EV charging, and digital services for …
Deep dive into Snap ($SNAP)
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e9ad270-686a-440f-8e25-afcde7a8badf_1200x675.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="Snap" class="sizing-normal" height="675" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e9ad270-686a-440f-8e25-afcde7a8badf_1200x675.png" title="Snap" width="1200" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 9 0 0 1 9-9 9.75 9.75 0 …
The Bear Cave #257
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/even-more-problems-at-b-riley-rily">Even More Problems at B. Riley (RILY)</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">Problems at Signet Jewelers (SIG)</a>” and our next special investigation comes out Thursday, February 6.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Muddy Waters Research <a href="https://x.com/muddywatersre/status/1879589637087506750">published</a> on <strong>FTAI Aviation</strong> (NASDAQ: FTAI — $11.5 billion), an …