Brief Thoughts | Richard Pickering | Substack

Medium-term risk/reward looks reasonable for the stock, but the moat around the House of Mario faces threats in the long-term

Richard Pickering

Nov 28, 2022

New Top Community

Re-evaluating the stock after Muddy Waters announces a short position

Richard Pickering

Nov 17, 2022

Brief thoughts on whether the economics of cloud kitchens / dark kitchens stack up

Richard Pickering

Oct 31, 2022

Brief thoughts on inflation as a self-fulfilling phenomenon

Richard Pickering

Oct 18, 2022

The next "emerging champion"?

Richard Pickering

Sep 21, 2022

A capital efficient company with a decent growth story, but I am somewhat cautious on valuation

Richard Pickering

Aug 19, 2022

What motivates people to pay for services they receive?

Richard Pickering

Mar 14, 2022

Or some brief thoughts on the value of marketing

Richard Pickering

Mar 3, 2021

Brief Thoughts

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