Archive - Tawast

The concept of increasing investment certainty

Reflections on the thought process that will expand your returns

Apr 19 •

Tawast Research

March 2025

Overview: ALICO INC.

Like a zero-coupon bond with assets to be sold

Mar 18 •

Tawast Research

December 2024

Research: Logic Instrument

Achievable payoff between 60-160% under controlled positioning

Dec 14, 2024 •

Tawast Research

April 2024

Liberty SiriusXM, arbitrage or not?

Apr 18, 2024 •

Tawast Research

Research: Build-A-Bear-Workshop

Boring Business, increased brand awareness

Apr 11, 2024 •

Tawast Research

August 2023

Unjustified valuations in tech, with many small/mid-caps lagging

To start this writeup, we would like to mention that only seven companies in the S&P500 index account for 25% of total valuation, but on the other hand…

Aug 3, 2023 •

Tawast Research

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