Macro Ops Musings | Substack

Supply-side dynamics turn dying industries into rich, fertile grounds for profitable investments.

Mar 8

New Top Community

A collection of my favorite PDFs, podcasts, YouTube lectures, and more from Value Investing OG Bruce Greenwald

Jan 30

Reverse engineering Burry's VIC write-ups to learn how he dissects stocks.

Jan 27

Distilling investor letters to what matters most: New Investment Ideas

Nov 7, 2022

HF Letter Recaps focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes.

Oct 21, 2022

This week we feature FERG, CDMO, and EVBG

Oct 5, 2022

There Are No Great Businesses, Only Great Bets

Sep 8, 2022

Ammo Inc.'s Largest Shareholder Goes Activist

Aug 31, 2022

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Macro Ops Musings

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