Before I begin, I wanted to let readers know I will be in NYC on November 10 and 11 for a series of meetings. If anyone would like to schedule a meeting or just grab coffee, let me know and … Continue reading →

Today’s post concerns one of the more unusual and companies I’ve come across in my research. Keweenaw Land Association has a long and interesting history, stretching back to before the industrial revolution. During America’s great age of canal-building in the … Continue reading →

Just a brief news post today. First, have a look at Alluvial Capital Management’s investing thoughts by reading Alluvial’s third quarter letter to clients. Alluvial Capital Management Third Quarter 2015 Letter to Clients In the quarter, all Alluvial strategies outpaced their … Continue reading →

Six years into a bull market in nearly all productive assets, “traditional” value stocks are a rare breed. By traditional, I mean obvious opportunities like profitable businesses with solid balance sheets trading at very low multiples of earnings and cash … Continue reading →