Upslope Capital
banner
upslopecapital.bsky.social
Upslope Capital
@upslopecapital.bsky.social
Long/short | Move West | UpslopeCapital.com

May hold positions in securities mentioned; please see website for important disclosures

Englewood, CO, USA
What happened here?
November 12, 2025 at 8:00 PM
I'll take the other side of this - decent # of stocks in my orbit (staples/adjacent, HC, biz services) bumping along 10-yr low multiples and outright cheap. Examples: BAH, SLGN, CCK, HSIC, TECN-SWX.
November 11, 2025 at 4:06 PM
Completely different vibe, but www.rottentomatoes.com/tv/frayed
November 5, 2025 at 11:41 AM
Debatable how hard you want to tag these as having good LT records, but some more unusual blowups:

IT
DECK
ATR
SLGN
November 4, 2025 at 12:47 AM
What does that mean exactly (seeing how a few are well over 5)?
November 3, 2025 at 8:01 PM
Thank you, fellas
June 3, 2025 at 1:09 PM
Yes, the recent Sinding interview (w/Hohn) was very illuminating
May 29, 2025 at 10:22 AM
May 29, 2025 at 10:06 AM
I think so
April 29, 2025 at 12:01 AM
Incredible things happening for Bluesky on X
April 28, 2025 at 9:11 PM