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Tin Industry Primer: Part 1
A Pareto Approach to Industry Analysis
Feb 6
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Tin Industry Primer: Part 1
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April 2023
Lessons From 24 Years Of Operating: Bowl America, Inc. (BWL.A)
The story of how one man found something, and took it very seriously.
Apr 17, 2023
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Lessons From 24 Years Of Operating: Bowl America, Inc. (BWL.A)
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Macro Ops 2022 Portfolio Review
Reviewing Our 2022 Portfolio Returns: The Good, Bad, and Ugly
Apr 15, 2023
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Macro Ops 2022 Portfolio Review
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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!
Apr 10, 2023
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Five Below (FIVE): May 2022 Thesis
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March 2023
Why Dying Industries Can Make Great Investments
Supply-side dynamics turn dying industries into rich, fertile grounds for profitable investments.
Mar 8, 2023
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Why Dying Industries Can Make Great Investments
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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
Jan 30, 2023
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My Favorite Bruce Greenwald Learning Resources
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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.
Jan 27, 2023
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What I Learned From Michael Burry's Value Investor Club Write-ups
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November 2022
Value Investing Q3 Letter Recaps: Embracer Group, St. Joe, And APi Group
Distilling investor letters to what matters most: New Investment Ideas
Nov 7, 2022
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Value Investing Q3 Letter Recaps: Embracer Group, St. Joe, And APi Group
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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.
Oct 21, 2022
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Q3 2022 Hedge Fund Letter Recaps: SIX, SCHW, CSU
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Value Investing Letter Recaps: More Q2 2022
This week we feature FERG, CDMO, and EVBG
Oct 5, 2022
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Value Investing Letter Recaps: More Q2 2022
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September 2022
Dead Companies Walking: A Book Review
There Are No Great Businesses, Only Great Bets
Sep 8, 2022
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Dead Companies Walking: A Book Review
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August 2022
POWW Put On Blast
Ammo Inc.'s Largest Shareholder Goes Activist
Aug 31, 2022
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POWW Put On Blast
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