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A Mexican Blue Chip Bargain
Recently, and for the first time in a while, I took a dive into Mexican stocks. The Mexican stock market is much like those of many other emerging…
Mar 7
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Dave Waters
45
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A Mexican Blue Chip Bargain
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February 2024
Checking Out Music Royalties
Without getting Shreked.
Feb 1
•
Dave Waters
25
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Checking Out Music Royalties
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14
December 2023
Quality Investing Outside the Blue Chips
Hello and happy holidays! I hope you have enjoyed a little rest and merriment this month. As the year winds down, I thought I would share a few final…
Dec 26, 2023
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Dave Waters
76
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Quality Investing Outside the Blue Chips
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November 2023
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, 2023
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Dave Waters
59
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Here Are Some Cheap Stocks (I Think!)
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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, 2023
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Dave Waters
26
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On Thrift Conversions, OTC Company Drama, and Seeking Info
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September 2023
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, 2023
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Dave Waters
37
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A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past
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July 2023
Value Roundup
Notes from the market's dusty corners
Jul 5, 2023
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Dave Waters
40
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Value Roundup
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5
March 2023
Going Nuclear with Nuveen
Special situations in two Nuveen Closed-End Funds
Mar 21, 2023
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Dave Waters
22
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Going Nuclear with Nuveen
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14
January 2023
Clinica Baviera
And the power of illiquidity
Jan 18, 2023
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Dave Waters
39
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Clinica Baviera
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11
December 2022
Looking Ahead
And, northward.
Dec 30, 2022
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Dave Waters
39
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Looking Ahead
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15
November 2022
Letters, Presentations, and More!
A long-simmering synaptic overflow.
Nov 22, 2022
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Dave Waters
28
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Letters, Presentations, and More!
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May 2022
Value Thoughts
Western Capital Resources, Butler National, the "Peter Kamin Complex"
May 26, 2022
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Dave Waters
31
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Value Thoughts
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