
Documenting my personal investing in what I believe to be superior business models: Royalty & Streaming companies + financial stock exchanges.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 180 | Founded | 5 years ago | Last Issue | 14 days ago |
| Active | |||||

Reviewing A Main Holding In The Croupier Collection
Don’t forget to grab your ticket to the Rule Symposium below.
“A cash flow positive net-net is a gift from God. It's like a bond with a negative cost."
—Rick Rule
Yesterday I enjoyed another insightful conversation with a mentor of mine, the legendary Rick Rule. In my podcasts I always aspire to pr...
Copper & Tin in a Royalty Wrapper. The Royalty King Research Report | Evolve Royalties (CSE: EVR) | April 2026
Don’t forget to grab your ticket to the Rule Symposium below.
An informal dispatch on markets, money and my musings. For those who want to go deeper, the links are at the bottom.
Don’t forget to grab your ticket to the Rule Symposium below.
Rule Symposium 2026
“Compound interest is th...
Preamble.
Murray Stahl passed away on April 7, 2026. This memo was already being written when I heard the news.
The quality of your thinking is proportionate to the clarity of your writing.
I have learned...
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The writers behind this newsletter.
A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format. Capital-light hard asset compounders with superior business Models & ROIC.
I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%
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