Reminiscences of a Shrub Operator
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Someone Forgot to Give Thanks... - Part II
Boy, did things escalate quickly.
Jul 31
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Le Shrub
129
3
3
Someone Forgot to Give Thanks...
Meme Tops vs Meme Bottoms
Jul 30
•
Le Shrub
100
12
4
The Key Question on AI * - Part II
Asking the Right Questions; ORCL; CXMT; China; Robots
Jul 26
•
Le Shrub
127
17
5
The Key Question on AI *
* that anyone invested in the Market has to be able to answer
Jul 19
•
Le Shrub
126
37
6
In-Fungibility
Special Situations Trade
Jul 15
•
Le Shrub
80
7
4
"Aya-Toll" vs "Trump-Toll"
While we are trying to enjoy the World Cup, Trump and Iran re-started hostilities:
Jul 14
•
Le Shrub
97
9
2
The Meme-rithmic Scale™
Parody for the Win! - PART II
Jul 13
•
Le Shrub
98
7
2
Parody for the Win!
"Meme Bottoms" & Contras
Jul 8
•
Le Shrub
122
5
3
The Cardinal Sin - Portfolio Review Q2 2026
The last 3 months have felt like 3 years, with some good trades and some bad trades along the way, but that’s just part of the Game!
Jul 2
•
Le Shrub
126
10
5
June 2026
"The Next Rolling Ponzi" - Part III
We are slowly and surely building our basket in the “The Next Rolling Ponzi” theme.
Jun 29
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Le Shrub
85
11
2
"The Greatest Trick the Devil Ever Pulled"
“The greatest trick the Devil ever pulled was convincing the world he didn’t exist” - Baudelaire
Jun 25
•
Le Shrub
267
19
20
"The Next Rolling Ponzi" - Part II
We recently identified what we think is “The Next Rolling Ponzi” …
Jun 24
•
Le Shrub
87
6
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