Exploring with Alluvial Capital | Dave Waters | Substack

Here Are Some Cheap Stocks (I Think!)

This blog has been a little heavy on market observations and light on actual stock ideas lately, so this is my attempt to correct that. Here are three…

Nov 22 •

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On Thrift Conversions, OTC Company Drama, and Seeking Info

Seeing small-caps grind downward day after day is a bummer, so here I am, engaging in a little escapism. Rather than self-flagellate over my latest…

Nov 13 •

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Anyone else out there not having very much fun these last couple of months? It feels like the bid for anything small/off-the-run has totally vanished…

Sep 27 •

Notes from the market's dusty corners

Jul 5 •

Going Nuclear with Nuveen

Special situations in two Nuveen Closed-End Funds

Mar 21 •

Clinica Baviera

And the power of illiquidity

Jan 18 •

And, northward.

Dec 30, 2022 •

Letters, Presentations, and More!

A long-simmering synaptic overflow.

Nov 22, 2022 •

Exploring with Alluvial Capital

Exploring with Alluvial Capital

In search of value in the market's forgotten corners.

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