Change is here. OTC Adventures is positively ancient in blog terms (9 years!) and not the most active of late, but I hope to change that, posting about interesting ideas and situations more frequently without sacrificing quality. Toward that end, … Continue reading
Alluvial’s fourth quarter 2020 letter is available here. Thanks for reading! The search for new ideas in unlisted stocks and micro-caps never ends. Just recently I happened across a fascinating little holding company, Concierge Technologies. Concierge has build up a … Continue reading
No stock ideas today, but I thought I would share a couple of resources I have found both useful and enjoyable, a giving opportunity, and my recent quarterly letter. TIKR has become a go-to tool for me. TIKR aggregates fundamental … Continue reading
Sometimes, I write about securities I believe could be under-valued. Other times I write about those that are simply unusual or exceptional in some way. Sometimes, it’s a little of each. Fondul Proprietatea S. A. is one of these. “FP” … Continue reading
A note: Life comes at you fast. Only a few hours after I published this post, P10 announced a major acquisition of a venture capital manager, Truebridge Capital Partners. The deal will provide a major uplift to P10’s earnings and … Continue reading
A huge thank you to everyone who e-mailed or left a comment following my last blog post. More than 100 of you kindly took the time to provide your thoughts and insights. I am still catching up, so sorry if … Continue reading
OTC Adventures is eight and a half years old. In internet time, this site is practically an ancient relic. For roughly half of my post-college adult life, I have been sitting down every few weeks (OK, sometimes months) to hammer … Continue reading
I wanted to bring some attention to an activist situation that has flown under the radar. There is something for everyone here: personal drama, a badly-underperforming company to make us all feel better about ourselves, and a potential investment angle. … Continue reading
At $17,000 or so per share, LICT Corporation is already one of the market’s highest-priced stocks. I believe shares should and will trade far higher. In LICT, I find the rare combination of a strong and growing business, pristine balance … Continue reading
I don’t often go back and look at my old blog posts. When reading my posts from several years ago, I wince a bit as I see how far I’ve come as an investor since. That’s not to say I … Continue reading