Exploring with Alluvial Capital

Are You A European Company With An Indian Subsidiary? IPO It!*

*Resulting valuation uplift not guaranteed

Jan 7 • Dave Waters

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August 2025

GAMCO Investors, Inc. - GAMI

Value in a legend's asset management company

Aug 21, 2025 • Dave Waters

47

13

3

June 2025

Finding Value in Faraway Places

It's a long way to Port Moresby

Jun 17, 2025 • Dave Waters

53

14

3

April 2025

20 MORE OTC Markets Oddities

Let's get even weirder with it.

Apr 29, 2025 • Dave Waters

63

16

8

The Roller Coaster

I miss boring markets.

Apr 8, 2025 • Dave Waters

44

11

3

January 2025

November 2024

An Announcement, A Visit, A Stock Pitch

Introducing Tactile Fund, hitting the road, and a look at Cementos Argos

Nov 11, 2024 • Dave Waters

46

5

3

September 2024

Peakstone Realty Trust - PKST

It might not be pretty, but it is pretty cheap.

Sep 6, 2024 • Dave Waters

74

29

6

August 2024

Notes and Updates

I’ve noticed a lot of new subscribers lately, so this is me writing to say 1.

Aug 14, 2024 • Dave Waters

45

10

1

March 2024

A Mexican Blue Chip Bargain

Recently, and for the first time in a while, I took a dive into Mexican stocks.

Mar 7, 2024 • Dave Waters

68

10

3

February 2024

Checking Out Music Royalties

Without getting Shreked.

Feb 1, 2024 • Dave Waters

38

15

3

December 2023

Quality Investing Outside the Blue Chips

Hello and happy holidays!

Dec 26, 2023 • Dave Waters

93

18

4