ASB Partners Substack/Blog
Adam BucksteinCommentary 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.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 124 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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Interesting Links/Reads
Many links are sourced from Marginal Revolution (bold and italic...
El Al Israel Airlines Ltd. ($ELAL) Write Up
El Al Israel Airlines Ltd. ($ELAL) is one of the more unique setups we’ve seen in a long time.
- After a 2020 COVID restructuring (20% cost cut, takeover by US investors) and disruptions from three wars (Gaza plus two with Iran), ELAL ha...
👋 ASB Partners Nuggets
Interesting Links/Reads
Many links are sourced from Marginal Revolution (bold and italics are my own to highlight what I found particularly interesting)
- Get Paid Last -Owners wait Chris DeMuth Jr Jul 06, 2026
A f...
👋 ASB Partners Nuggets
Interesting Links/Reads
Many links are sourced from Marginal Revolution (bold and italics are my own to highlight what I found particularly interesting)
- An agreement between the U.S. and Kazakhstan has given a group...
ASB Partners Q226 Letter and Update on Stride ($LRN)
July 2, 2026
Dear Limited Partners,
For the quarter and year-to-date ending 6/30/2026, ASB Partners’ unaudited net result was +6.9% and +14% respectively. The following tables summarize various performance and concentration metrics.
- *...
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