Reletter
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ASB Partners Substack/Blog

Adam Buckstein

Commentary on Selected Investment Ideas/prospects from ASB Partners. Not Investment Advice. These are more notes of general interest. I may not own and/or buy or sell any of these stocks. Please do your own work! LMK know if you have anything to add.

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Substack
PricingOnly free issuesPublishesWeekly
Issues131Founded4 years agoLast Issue4 days ago
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My $ELAL pitch and $LRN update on Yet Another Value Podcast (Ep. 415)


Note - $ELAL reported Q226 on August 5th; the original write up was posted July 17, 2026 ,so I made some updated slides:


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ASB Partners July 2026 Performance and $ELAL Update

Dear Partners and Subscribers,

  • ASB Partners’ estimated net return was -1.6% in July and +12.2% YTD net of fees through 7/31/2026;

  • Please see the table below for relative performance:


ELAL update

We wrote up a detailed...

19 days ago
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