Donald Kaplan - Comments

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Markets May Exaggerate The Risks Of Venezuela And Greenland
11 days ago
Impressive headline numbers, but history is full of large resource estimates that never translated into shareholder returns. The free carry helps, but execution risk still dominates until drilling confirms commerciality.
Aduro Clean Technologies Is Starting To Scale Up
3 months ago
I also liked that the article touched on the options strategy — not something you see often in small-cap clean tech coverage. It’d be interesting to see a deeper dive into how implied volatility or covered-call strategies could play out once $ADUR gains more trading volume.
In this article: ADUR
SenesTech: The Smart Money’s Bet On Rodent Population Control
11 months ago
This sounds like a great opportunity. Why do you suppose the stock price isn't doing better?
In this article: SNES, AMZN, WMT, TSCO
Cornerstone Building Brands - Chart Of The Day
4 years ago

What's your thoughts on how the political environment and violence in the streets will impact the overall value of the stock market?

In this article: CNR
Dropbox: Growth At A Reasonable Price Or Value Trap
5 years ago

Very interesting, thank you.

In this video: DBX
Three Things I Think I Think – This Might Make You Mad
6 years ago

I will never understand the madness behind the #WeWork valuation. It's simply insane.

Handicapping The Q2 2019 Earnings Season
6 years ago

Great read.

In this article: JPM, NKE, AAPL, AVGO, MU
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