Supply-side dynamics turn dying industries into rich, fertile grounds for profitable investments.
A collection of my favorite PDFs, podcasts, YouTube lectures, and more from Value Investing OG Bruce Greenwald
Reverse engineering Burry's VIC write-ups to learn how he dissects stocks.
Distilling investor letters to what matters most: New Investment Ideas
HF Letter Recaps focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes.
This week we feature FERG, CDMO, and EVBG
There Are No Great Businesses, Only Great Bets
Ammo Inc.'s Largest Shareholder Goes Activist
See all

Macro Ops Musings