Skeena Resources - Trade Idea
This was originally posted for paid subscribers in the premium newsletter  on July 03, 2024 For timely, actionable ideas, subscribe  ...
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Kashyap Sriram
Oct 302 min read
Reflections on my SMCI shorting experience
I'm having a pretty good day. Portfolio is up 4.5%, almost all of it attributable to SMCI. I'm up 57.6% on the short position, initiated...
Kashyap Sriram
Oct 242 min read
Yet another NVIDIA post
There are 4 illegitimate ways a company can grow revenue and maintain margins the way Nvidia has. The first, subtle way, is by offering...
Kashyap Sriram
Jul 292 min read
Sell Consol Energy (CEIX)
ANNOUNCEMENT: The paid newsletter now has a monthly subscription option at $150/month. If you've profited from my analysis, I encourage...
Kashyap Sriram
Jun 264 min read
Trade Update - Victoria Gold
To sign up, send me an email at hello@kashyapsriram.com I am offering discounted pricing while I build out the website. If you subscribe...
Kashyap Sriram
Jun 223 min read
Sell Africa Oil
To sign up, send me an email at hello@kashyapsriram.com I am offering discounted pricing while I build out the website. If you subscribe...
Kashyap Sriram
May 281 min read
Sell i-80 Gold (IAUX)
i-80 Gold Initiation Report The company just raised C$115 million (current market cap: C$567.7 million) and has filed a shelf...
Kashyap Sriram
May 222 min read
MP Materials Initiation Report
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
Kashyap Sriram
May 222 min read
Trade Update: Fertilizer Stocks
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
Kashyap Sriram
May 211 min read
Trade Update: Consol Energy
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
Kashyap Sriram
May 201 min read
Trade Idea: NorAm Drilling
New buy: NorAm Drilling (OSE:NORAM) The company operates 11 high-spec horizontal drill rigs operating in the Permian basin, is debt-free,...
Kashyap Sriram
May 171 min read
Trade Idea: Wilmar International
Membership in the Telegram group with real-time updates is now closed. If you'd like to join, send me an email at...
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