PRESENTED BY
I’m excited to share that my friends at TIL.LAW have just launched their new book, Fundamentals.
The author and managing member of The Investments Lawyers, Michael Huseby, simplifies the complexities of fund formation, covering everything from fund structuring and compensation to key legal terms, negotiation strategies, fundraising, securities laws, and more.
This is the perfect guide if you WANT TO LAUNCH YOUR OWN FUND
So don’t get too shy and get your copy NOW
ICYMI
The best quarterly ideas are back!
Essential readings
Routines and Orgies: The Life of Value Investor Peter Cundill (
)The long-term damage done by MiFID II (
)Crypto Relative Value Arbitrage with Andrew Walker (
)- & )
The Future of Software Business Models (
)The Host Marriott / Marriott International Spinoff Case Study (
)Why Corporate Governance Is Like Organic Chemistry (
)The importance of looking deeper than just the numbers (
)Benjamin Graham: How to Value Stocks When Nothing Feels Safe - Part 1 (
)Growth Investor or Value Investor? (
)- )
How Big Tech Pulled Ahead Again (
)The $114 Lesson That Made Warren Buffett a Billionaire (
)The Illustrated History of Publix Super Markets, Inc. (
)To Grow Wealth, Don't Sell Your Cezanne Stocks (
)Defense as a Service: A New Destructive Business Model? (
)- )
Event-Driven Investing Playbook with
( )- )
Todd Combs Investment Philosophy (
)Warren Buffett and Berkshire Hathaway news of the week (
)The $1,200 Bet by a 15-Year-Old Buffett (
)
Recommended Book
Price Catalysts: Proven strategies for spotting profitable stock investments
Price Catalysts explores the world of corporate special situations and demonstrates how savvy investors can profit from untapped investment opportunities in this niche sector of the market.
Stocks Ideas
- )
A Quality Growing Swedish Microcap (
)Geodrill (
)Japan's leading spot-work marketplace (
)- )
- )
- )
Paying LESS than 3 x FCF for a high-margin, growing, durable business (
)Two Quiet Giants Powering Decades of Dividend Growth (
)- )
Madison Square Garden Sports (
)The Unknown 100X Stock, That Has The Most Resilient Business In The World (
)- )
- )
The Quiet Giants Supplying the World’s Next Copper Boom (
)Sea Limited (SE) Q2 2025 Earnings Analysis (
)- )
Crocs (
)A fast-growing 10x EBITDA Core With Free Call Options on Growth (
)Leaders in the expanding global obesity market (
)- )
The 140-Year-Old Healthcare Giant With 4x+ Upside (
)Hardware-Enabled SaaS with Expanding ARR at a Strategic Inflection Point (
& )- )
Nu Holdings (NU) Q2 2025 Earnings Analysis (
)
Thank you!
"Price Catalysts" is a great book recommendation. And thank you for the mention of my article.