Today’s post is a simple one, with just one purpose, to say thanks! to all the readers who have helped make 2014 a great year for OTC Adventures and for Alluvial Capital Management, LLC.
Just as in years past, your responses to my writings (praise and criticism alike) have provided invaluable insights and have helped make me a better investor. I am convinced that my readers are among the most experienced and astute value investors out there, and I am grateful for you sharing your wisdom with me. Side note: if you reached out to me this year and I failed to respond, I apologize! I get a lot of e-mail and despite my best efforts, occasionally I fail to respond in a timely manner. Please don’t hesitate to reach out again.
2015 promises to be an exciting year for me, both personally and in my blog and business efforts. In the next three months alone, I’ll be marrying my lovely fiancée and purchasing a home here in Pittsburgh (where your dollar still goes very, very far!). Your well wishes are appreciated for the many changes and challenges sure to follow. The OTC Adventures blog will continue with posts coming at a similar pace as I navigate the demands of my RIA business and personal life. As for Alluvial Capital Management, I am hopeful that 2015 will bring a unique set of value investing opportunities and another year of good performance for my clients.
I wish you all the best in your own endeavors in 2015, in investing, in your careers and in your relationships with friends and family. While professional and financial successes are worthy pursuits, let’s not forget to invest our time in those we love.
I’ll be back in 2015 with many more value investing ideas, focused as always on the small, the illiquid and the ill-understood. Until then, Happy New Year!
– Dave Waters, CFA
Congratulations and Happy New Year,
I can’t tell you just how much I appreciate this blog.
I really appreciate that! Thanks.
Best wishes for the next year,
Congrats for your nice blog,
Thanks!
Congratulations on an excellent year. Happy new year and good wishes in advance for the good things in life ahead.
Thanks! Best of luck to you this year!
Happy and successful 2015 for your family and you.
Thanks!
Thanks for one of the best blogs on the internet!
Thank you!
Thanks for an always thoughtful and interesting blog. Best wishes for a happy, healthy and fulfilling 2015!
Thank you!
Good luck in 2015, and thanks for the great blog.
Thanks, and the same to you.
Dear Mr. Waters,
I am a new investor, & would like to know where your capital is invested?
Is it All in Alluvial Funds same as other investors or somewhere else.
In other words do you eat your own cooking?
It will be very reassuring if your interests are Totally aligned with your investors
Hello and thanks for the question. I apologize for the slow response as I have been traveling. The answer is yes, substantially all my personal capital is invested in the same stocks that I purchase for Alluvial clients. I also view this as important because it helps in aligning my interests with those of my clients.