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The Best Ideas I Found in Q3 2025 Investor Letters (Part II)
Investment thesis on Golar LNG by LVS Advisory letter.
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The Best Ideas I Found in Q3 2025 Investor Letters (Part I)
From Tom Russo's letter. Richemont, Heineken, Nestlé, Alphabet, Philip Morris and BRK.
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Mistaken Investments from Investor Letters (Part I)
A post-mortem analysis by Rob Vinall of RV Capital on Ryman Healthcare.
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21 Quality & Cheap Deep Value Stocks
A pre-screened list of 21 deep value stocks that are not only cheap but also high-quality
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Theses from the Short Side (Part I)
From the short theses of Kerrisdale Capital.
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The Best Ideas I Found in Q2 2025 Investor Letters (Part VI)
From the letters of Bonhoeffer Fund ( (Keith Smith) & Arquitos Capital (Steven Kiel)
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10-Year Lows vs 40-Year Highs Who’s Mispriced? The Case For The Commodity Comeback
Repricing scarcity: underbuilt supply meets relentless demand
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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.
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The Bear Case on Nubank
Nu Holdings has dazzled investors with growth, but profitability and expansion risks tell another story.
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The Best Ideas I Found in Q2 2025 Investor Letters (Part IV)
From Alta Fox's investment thesis.
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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).
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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).
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