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Deep Dive: Uber ($UBER)
Is Uber a secular short?
Aug 16
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August 2026 Portfolio Update
Portfolio changes and thesis updates covering July
Aug 3
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One Year of Rebound Capital
Take a simple idea and take it seriously
Jun 5
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One Year of Rebound Capital Portfolio
The what, why and how of our investment process
24 hrs ago
13
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Guest Post: Eton Pharmaceuticals (ETON)
A rare disease rollup, and what it looked like at the bottom.
Aug 22
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Multibagger Ideas
20
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What Top Funds are Buying & Selling
Top 7 rebound stocks (Q2’CY26 13F Report)
Aug 20
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Top Rebound Ideas shared by our readers
Harnessing the wisdom of crowds
Aug 11
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Deep Dive: Equifax ($EFX)
Can AI disrupt this owner of proprietary data?
Aug 5
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Deep research on beaten-down stocks | The best opportunities exist in uncertain times
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