Archive - Macro Ops Musings

New Top Discussion

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

Mar 8

January 2023

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

November 2022

Distilling investor letters to what matters most: New Investment Ideas

Nov 7, 2022

October 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

September 2022

There Are No Great Businesses, Only Great Bets

Sep 8, 2022

August 2022

Ammo Inc.'s Largest Shareholder Goes Activist

Aug 31, 2022

What I Learned From Dan McMurtrie's October 2021 Real Vision Interview

Aug 24, 2022

Every Word From My Conversation w/ The Green Chicken

Aug 17, 2022

Micro-cap retailer with fantastic unit economics, an Un-Amazonable product, and trading at <5x current FCF w/ path towards 200% upside.

Aug 11, 2022

The Story of Floyd Odlum

Aug 6, 2022

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