Ballard Power (BLDP) | Stock Gumshoe

July 10, 2014 / Travis Johnson, Stock Gumshoe

Crisis and Opportunity’s “Breakthrough technology turns air, sunlight, coal, even water into precious gas”

[ed note: We got a lot of questions about this pitch after we solved a different DeHaemer teaser yesterday, so we’ve brought it up for all to see again. The stock spiked up in the Spring, a few months after this article first ran back in January, but has come back down to a bit […]

April 4, 2014 / Travis Johnson, Stock Gumshoe

Zeke Ashton, Centaur “Apples to Apples”

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Zeke Ashton has presented at several of these conferences in the past and usually has interesting ideas. He runs Centaur Capital Partners, mostly a hedge fund guy but also […]

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Crisis and Opportunity’s “Breakthrough technology turns air, sunlight, coal, even water into precious gas”

Zeke Ashton, Centaur “Apples to Apples”

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