Reminiscences of a Shrub Operator

Reminiscences of a Shrub Operator

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Special Situation - LatAm Edition
Adding a little "spice" to our LatAm exposure!
1 hr ago • 
Le Shrub
AIBS™️ - Part III
Plus: Two Power Plays
Nov 3 • 
Le Shrub

October 2025

Nuclear Mafs
I promised to show my Mafs around the Uranium thesis so here it goes…
Oct 28 • 
Le Shrub
"It's all the same Trade"
“It’s all the same Trade”. I kept hearing this phrase thrown around trading floors, especially in times of stress.
Oct 26 • 
Le Shrub
The "Anti-Crypto Treasury" Trade - Part II
Follow-up on a stock trading at 57c on its cash
Oct 21 • 
Le Shrub
"Inside you there are Two Wolves"
Musings on Self-Awareness
Oct 18 • 
Le Shrub
Round-Tripping Not Allowed
Plus: Grift Arbitrage & Portfolio Review
Oct 11 • 
Le Shrub
The Scorpion & The Frog
& The Labubu!
Oct 7 • 
Le Shrub
2008 = RMBS, 2025 = AIBS* - Part II
Credit where Credit is Due!
Oct 1 • 
Le Shrub

September 2025

2008 = RMBS, 2025 = AIBS*
*Artificial Intelligence-Backed Securities (also known as AI-BS!)
Sep 23 • 
Le Shrub
Circularity
I hate to admit it, but this headline is giving me serious vibes of 2000:
Sep 22 • 
Le Shrub
Fly on the Wall with Shrub & Cloudbear
Catching up with my bruv PauloMacro as it was urgent to discuss the rollover syndrome in IPOs, as well as the “Number of the Shrub” and “Labubu Larry”!
Sep 19 • 
Le Shrub
 and 
PauloMacro
34:34
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