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Peridot Capital Management LLC
www.peridotcapital.com
Seattle-based Registered Investment Advisor (RIA)

News

Is Insurance Really a Subscription Service?
Ever since software companies transitioned away from selling software by requiring a large upfront investment and instead offered a cheaper, recurring monthly subscription, the investor community has... 
Tickers POR TRUP VZ ZM
Tags financial services
Can Penn National Gaming Live Up To The Hype?
This post is for my buddy Zach, who asked for a Hertz article several times only to have me decline. Spending a lot of time and/or energy on the topic of amateurs day-trading the equity of bankrupt... 
Tickers GLPI PENN
Tags media and entertainment
Even Before The Pandemic Fades, The Death of the Corporate Office Appears Greatly Exaggerated
During every recession trophy assets go on sale in the equity market but sometimes aren’t noticed because most everything looks cheap and the headlines are so ugly. Commercial real estate has served... 
Tickers VNO
Tags real estate
Is Another Mania In Overstock Stock A Chance To Short?
Overstock.com (OSTK) has long been a volatile and controversial stock, at least in part due to its founder and former CEO, Patrick Byrne . Although I don‘t short stocks very often and do so even less... 
Tickers AMZN ETSY OSTK W
Tags tech and telecom retail stores
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