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

January 2023

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.

November 2022

Distilling investor letters to what matters most: New Investment Ideas

October 2022

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

September 2022

There Are No Great Businesses, Only Great Bets

August 2022

Ammo Inc.'s Largest Shareholder Goes Activist
What I Learned From Dan McMurtrie's October 2021 Real Vision Interview
Every Word From My Conversation w/ The Green Chicken
Micro-cap retailer with fantastic unit economics, an Un-Amazonable product, and trading at <5x current FCF w/ path towards 200% upside.
The Story of Floyd Odlum