Exploring with Alluvial Capital

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Value Roundup
Notes from the market's dusty corners
 • 
Dave Waters
4
March 2023
Going Nuclear with Nuveen
Special situations in two Nuveen Closed-End Funds
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Dave Waters
11
January 2023
Clinica Baviera
And the power of illiquidity
 • 
Dave Waters
12
December 2022
Looking Ahead
And, northward.
 • 
Dave Waters
15
November 2022
Letters, Presentations, and More!
A long-simmering synaptic overflow.
 • 
Dave Waters
7
May 2022
Value Thoughts
Western Capital Resources, Butler National, the "Peter Kamin Complex"
 • 
Dave Waters
10
December 2021
Evercel Inc. - EVRC
Great assets, strong track record, grim governance. Can investors hope for better?
 • 
Dave Waters
5
November 2021
An Update on Friendly Hills Bancorp - FHLB
The branch acquisition is complete, but the problems continue.
 • 
Dave Waters
October 2021
A Few Updates and a Look at George Risk Industries $RSKIA
A securities portfolio with an operating company attached.
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Dave Waters
August 2021
A Rule Change Brings an Era to an End
SEC Rule 15c2-11 Effectively Shuts Down the Market for "Dark Stocks"
 • 
Dave Waters
3
July 2021
Jewett-Cameron Trading Company Limited - JCTCF
A Quality Oregon Company With an Appetite for its own Shares
 • 
Dave Waters
2
June 2021
Friendly Hills Bank Plans Dubious Branch Acquisition - FHLB
Shareholders should reject this ill-considered transaction
 • 
Dave Waters
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