Stocks

10-Year Lows vs 40-Year Highs Who’s Mispriced? The Case For The Commodity Comeback

Repricing scarcity: underbuilt supply meets relentless demand

Sep 19 •

Polymath Investor

The Best Ideas I Found in Q2 2025 Investor Letters (Part V)

From the letters of Immersion Investment Partners, Bonsai Partners and Baumann Capital.

Sep 5 •

The Bear Case on Nubank

Nu Holdings has dazzled investors with growth, but profitability and expansion risks tell another story.

Aug 29 •

The Best Ideas I Found in Q2 2025 Investor Letters (Part IV)

From Alta Fox's investment thesis.

Aug 15 •

The Best Ideas I Found in Q2 2025 Investor Letters (Part III)

From the letters of JDP Capital (Jeremy Deal) and Emeth Value Capital (Andrew Carreon).

Aug 8 •

The Best Ideas I Found in Q2 2025 Investor Letters (Part II)

From the letters of Wedgewood Partners (David Rolfe) and Gate City Capital (Michael Melby).

Aug 1 •

The Best Ideas I Found in Q2 2025 Investor Letters (Part I)

From the letters of SVN Capital (Sri Viswanathan), Bristlemoon Capital and Kathmandu Capital (Vincent Lo).

Jul 25 •

CBS’ Best Ideas of 2025: The Russo 5x5x5 Fund’s Winning Stock Theses

5 investment ideas from CBS’ 5x5x5 Russo Fund. Deep dives on CNH Industrial, Light & Wonder, Avery Dennison, Cellebrite, and WESCO International.

Jul 18 •

What I Found in the Latest CBS Student Investment Theses (Fall 2024 Edition)

8 investment ideas from Columbia Business School’s Analyst’s Edge (Fall 2024). Deep dives on MELI, Tesla, Ubiquiti, Sirius XM, and more.

Jun 13 •

The Best Ideas I Found in Q1 2025 Investor Letters (Part IV)

From the letters of Greenhaven Road Capital (Scott Miller), and Tom Russo (Semper Vic Partners).

Jun 6 •

10 High-Conviction Investment Ideas from Graham & Doddsville (Spring 2025)

A deep-dive summary of the Spring 2025 Graham & Doddsville newsletter—highlighting contrarian picks, deep value plays, and the reasoning behind them.

May 30 •

The Best Ideas I Found in Q1 2025 Investor Letters (Part III)

Subscribe and get insights for true value investors.

May 16 •

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