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
2
Macro Ops 2022 Portfolio Review
Reviewing Our 2022 Portfolio Returns: The Good, Bad, and Ugly
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Macro Ops
1
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
2
March 2023
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
January 2023
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
November 2022
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
October 2022
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
Value Investing Letter Recaps: More Q2 2022
This week we feature FERG, CDMO, and EVBG
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Macro Ops
September 2022
Dead Companies Walking: A Book Review
There Are No Great Businesses, Only Great Bets
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Macro Ops
August 2022
POWW Put On Blast
Ammo Inc.'s Largest Shareholder Goes Activist
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Macro Ops
Notes From "The Inner Game of Investing" w/ Dan McMurtrie
What I Learned From Dan McMurtrie's October 2021 Real Vision Interview
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Macro Ops
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