Blue-Collar Wealth's Letters
Blue-Collar WealthResults > Credentials. Trying to emulate some of the strategies early Buffett partnership used, writing about the opportunities I find, and publishing a public record of performance.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 10 months ago | Last Issue | 25 days ago |
| Active | |||||
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bluecollarinvesting.substack.comLatest Issues
Simple Stock Pitch: TSXV:SGE
Strategem Capital Corporation (TSXV:SGE)
Summary
Strategem Capital is a publicly listed asset management company focused primarily on publicly traded Canadian companies in:
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Resource exploration and development
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Mining
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E...
Holdings Performance 2025 | Blue-Collar Wealth
Happy New Year. I hope you are doing well and that you enjoyed the holidays.
A new year is a good time to reflect on the last one and prepare for the next. I first began learning about value investing in 2016. It is a bit surreal that 2026...
Valued Based on it's Declining Sales, but the Balance Sheet is Completely Ignored! A Sale of More than 50%
Cliq Digital AG ETR:CLIQ
Summary:
Cliq Digital AG, an online performance marketing company, sells digital products and bundled-content subscriptions to consumers in North America, Europe, Latin America, and internationally. It licenses...
A Marine Tanker Business that Fills the Pockets of Shareholders
Dorian LPG NYSE: LPG
Dorian LPG runs very large gas carriers (VLGCs) that move liquefied petroleum gas. Think the same stuff your BBQ uses, just at global scale. They fully own 21 vessels. They also have a new ammonia vessel set to start...
My Investment Framework
For this publication, I wanted to write up a detailed but concise depiction of the valuation methods I used, my strategy, and other mental models I use so that my investment approach is easily understood.
I will begin with how I view busin...
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The writers behind this newsletter.
Results > Credentials. Trying to emulate some of the strategies early Buffett partnership used, writing about the opportunities I find, and publishing a public record of performance.
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