Macro Ops Musings

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Lessons From 24 Years Of Operating: Bowl America, Inc. (BWL.A)
The story of how one man found something, and took it very seriously.
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Macro Ops 2022 Portfolio Review
Reviewing Our 2022 Portfolio Returns: The Good, Bad, and Ugly
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Macro Ops
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Five Below (FIVE): May 2022 Thesis
I wrote about FIVE for our Collective Members in May 2022. It's now a year old and I thought I'd release it to the public. I hope you enjoy!
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Macro Ops
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Why Dying Industries Can Make Great Investments
Supply-side dynamics turn dying industries into rich, fertile grounds for profitable investments.
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Macro Ops
My Favorite Bruce Greenwald Learning Resources
A collection of my favorite PDFs, podcasts, YouTube lectures, and more from Value Investing OG Bruce Greenwald
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Macro Ops
What I Learned From Michael Burry's Value Investor Club Write-ups
Reverse engineering Burry's VIC write-ups to learn how he dissects stocks.
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Macro Ops
Value Investing Q3 Letter Recaps: Embracer Group, St. Joe, And APi Group
Distilling investor letters to what matters most: New Investment Ideas
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Macro Ops
Q3 2022 Hedge Fund Letter Recaps: SIX, SCHW, CSU
HF Letter Recaps focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes.
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Macro Ops
Macro Ops Musings
Macro Ops Musings
Actionable Ideas | Evergreen Case Studies | Book Reviews
Recommendations
Value Punks
Value Punks
Value Punks
Value Situations
Value Situations
Conor Maguire
The Lund Loop
The Lund Loop
Brian Lund
Sunday's Idea Brunch
Sunday's Idea Brunch
Edwin Dorsey
Idea Hive
Idea Hive
Idea Hive

Macro Ops Musings

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