Substacks recommended by Dave Waters | Exploring with Alluvial Capital

Recommended by Dave Waters

Clark Square Capital's Ultimate Value

Fundamental research focused on overlooked companies and special situations.

Dirtcheapstocks Substack

My name is Dirt. I write about cheap stocks.

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

Capital Employed

Fund manager interviews and stock pitches

Compelling manager interviews and stock pitches.

- Dave Waters

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