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WOSG: Insights from Watches & Wonders
How tariffs may impact Watches of Switzerland
Apr 10
•
Chris Waller
15
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WOSG: Insights from Watches & Wonders
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Podcast on Seaport Entertainment (SEG).
With Yet Another Value Podcast
Apr 8
•
Chris Waller
4
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Podcast on Seaport Entertainment (SEG).
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April 2025 Update
Seaport, TerraVest, Watches of Switzerland, ContextLogic
Apr 1
•
Chris Waller
7
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April 2025 Update
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March 2025
Special Report: XPEL
35 pages and 54 interviews on a great company going through a blip
Mar 27
•
Chris Waller
13
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Special Report: XPEL
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2
March 2025 Update
XPEL, TerraVest, Watches of Switzerland, Jet2, Macfarlane
Mar 4
•
Chris Waller
19
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March 2025 Update
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February 2025
$380mm for $300mm in cash, $2.8bn in NOLs, a catalyst that happened yesterday
US listed
Feb 26
•
Chris Waller
9
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$380mm for $300mm in cash, $2.8bn in NOLs, a catalyst that happened yesterday
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XPEL: Notes from the Dealer Conference
*Free*
Feb 18
•
Chris Waller
26
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XPEL: Notes from the Dealer Conference
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February 2025 Update
Watches of Switzerland, Jet2, Macfarlane
Feb 4
•
Chris Waller
6
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February 2025 Update
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January 2025
Progress at Seaport Entertainment (SEG)
Important changes are already happening
Jan 28
•
Chris Waller
8
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Progress at Seaport Entertainment (SEG)
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Podcast on Seaport Entertainment (SEG)
With John Mihaljevic at Manual of Ideas
Jan 21
•
Chris Waller
8
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Podcast on Seaport Entertainment (SEG)
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January 2025 Update
TerraVest, Watches of Switzerland, Seaport Entertainment
Jan 7
•
Chris Waller
7
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January 2025 Update
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December 2024
December 2024 Update
Jet2, TerraVest, Kyndryl, Macfarlane
Dec 4, 2024
•
Chris Waller
8
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December 2024 Update
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