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The Bear Cave #280
New Activist Reports, Recent Resignations, and Tweets of the Week
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Edwin Dorsey
The Bear Cave #279
New Activist Report, Recent Resignations, and Tweets of the Week
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Edwin Dorsey
The Bear Cave #278
New Activist Reports, Recent Resignations, and Tweets of the Week
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Edwin Dorsey
The Bear Cave #277
New Activist Reports, Recent Resignations, and Tweets of the Week
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Edwin Dorsey
More Problems at KinderCare (KLC)
KinderCare views its ability to obtain government subsidies as a core tenet of its business. In its 10-K, the company states that “our core competency…
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Edwin Dorsey
The Bear Cave #276
New Activist Reports, Recent Resignations, and Tweets of the Week
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Edwin Dorsey

May 2025

The Bear Cave #275
New Activist Reports, Recent Resignations, and Tweets of the Week
 • 
Edwin Dorsey
The Bear Cave #274
New Activist Reports, Recent Resignations, SEC FOIA Logs, and Tweets of the Week
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Edwin Dorsey
Problems at Two Paper Products Companies
Technology’s growth is shrinking the need for paper.
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Edwin Dorsey
The Bear Cave #273
New Activist Reports, Recent Resignations, and Tweets of the Week
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Edwin Dorsey
The Bear Cave #272
New Activist Reports, Recent Resignations, and Tweets of the Week
 • 
Edwin Dorsey
Problems at 100 Long-Term Underperformers
The steadiest alpha often hides in plain sight: businesses that have trailed the market for decades and show no sign of catching up.
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Edwin Dorsey
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