Exploring with Alluvial Capital
Dave WatersIn search of value in the market's forgotten corners.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 238 | Subscribers | Read | alluvial.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
GAMCO Investors, Inc. - GAMI
One strange little subclass of public company is the “famous investor” holding company. Berkshire Hathaway is the most obvious example, but there is also Carl Icahn’s Icahn Enterprises LP, Warren Liechtenstein’s Steel Partners Holdings LP, ...
Finding Value in Faraway Places
I like looking at companies operating in far-flung places. (No surprise there for any long-time readers.) To me, the attraction is simple. It’s not so easy for a competitor to come in and dislodge a long-established business on some Pacific...
20 MORE OTC Markets Oddities
I am back with 20 more odd ducks from the OTC Markets. I could not believe how much you readers enjoyed the first 20 from back in January, but the message was clear: give the people what they want.
The Roller Coaster
I miss boring markets. It’s not normal for developed market stock indexes to soar or plunge 4-5% intraday based on one man’s harebrained proclamations. While the market is soaring today, I’m not convinced the crisis is over. We’re always ju...
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Authors
The writers behind this newsletter.
Dave is the president of Alluvial Capital Management, LLC, an investment manager with a focus on overlooked and obscure securities around the world.
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