Exploring with Alluvial Capital
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Value Roundup
Notes from the market's dusty corners
Jul 5
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Dave Waters
38
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Value Roundup
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4
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Going Nuclear with Nuveen
Special situations in two Nuveen Closed-End Funds
Mar 21
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Dave Waters
20
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Going Nuclear with Nuveen
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11
Clinica Baviera
And the power of illiquidity
Jan 18
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Dave Waters
37
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Clinica Baviera
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12
Looking Ahead
And, northward.
Dec 30, 2022
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Dave Waters
37
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Looking Ahead
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15
Letters, Presentations, and More!
A long-simmering synaptic overflow.
Nov 22, 2022
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Dave Waters
26
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Letters, Presentations, and More!
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7
Value Thoughts
Western Capital Resources, Butler National, the "Peter Kamin Complex"
May 26, 2022
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Dave Waters
30
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Value Thoughts
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Evercel Inc. - EVRC
Great assets, strong track record, grim governance. Can investors hope for better?
Dec 28, 2021
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Dave Waters
14
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Evercel Inc. - EVRC
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5
An Update on Friendly Hills Bancorp - FHLB
The branch acquisition is complete, but the problems continue.
Nov 18, 2021
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Dave Waters
3
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An Update on Friendly Hills Bancorp - FHLB
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Exploring with Alluvial Capital
In search of value in the market's forgotten corners.
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Exploring with Alluvial Capital
In search of value in the market's forgotten corners.
By Dave Waters
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