A Thank You and our Quarterly Letter

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 I have not responded just yet. Opinions varied, but the broad consensus is readers don’t want to see OTC Adventures content go behind a paywall or otherwise become less accessible. I am happy to oblige! At least for the foreseeable future, I am going to continue writing here but allow Seeking Alpha to publish my content when they see fit. I think this approach will best accomplish my twin goals of reaching a larger audience while maintaining control over my output and website.

I thought readers would enjoy Alluvial’s second quarter 2020 letter to partners. In it, I review our top holdings and provide some additional commentary. Please don’t hesitate to get in touch to discuss any stocks mentioned. (This is not a recommendation to buy or sell any of these stocks. Please conduct your own extensive due diligence before buying or selling any security.)

Alluvial Capital Management Q2 2020 Letter to Partners

4 thoughts on “A Thank You and our Quarterly Letter”

    1. I have glanced at it, but I won’t pretend I understand it well enough to have an opinion. Any resources you are willing to share?

  1. Personally, I was on a remote vacation, unplugging from all of this. I appreciate your decision to remain as is for now. It has been a pleasure to read and analyze your work.

  2. Hi Dave,
    Great letter, I like the negative working capital idea. A couple of small companies worth looking at are halmont properties, Wilmington capital corp. Halmont owns shares in brookfield asset management, timber,halbirton wildlife lands, residential condo development. Wilmington owns marinas, storage lockers.They are very small companies and are illiquid
    Jim

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