The Wallaby Report
The Wallaby ReportThe Wallaby Report explores off the beaten path public equities.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | normanwallaby.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Buy-Side Brief: RenoWorks Software Inc. (RW.V)
Renoworks Software is quietly threading the needle: real SaaS metrics, real operating leverage, and a valuation that hasn’t caught up yet. It’s one of those rare early-stage vertical software plays that’s both scaling and overlooked—just ho...
Buy-Side Brief: Atlas Engineered Products Ltd. (AEP.V)
Atlas Engineered Products isn’t the flashiest name in the building products space—but sometimes the most compelling opportunities are hiding in plain sight. In a fragmented industry facing a structural housing shortage, Atlas Engineered Pro...
Hero Huddle with Polymath Investor
Polymath Investor’s story begins far from the fluorescent screens of Wall (or Bay) Street. Its author carved an eclectic path through the works of Euclid, Kahneman, and Thucydides (among many others); those early collisions of geometry, cog...
A Master Class by Mohnish Pabrai on Offshore Drillers and Coal
Time to confess how much tuition I’ve quietly paid at the University of Mohnish. Every talk, every memo, every off‑the‑cuff Q&A—each one feels like a cheat code for disciplined investing. The guy distills decades of experience-based wisdom ...
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The Wallaby Report explores off-the-beaten-path public equities.
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