Exploring with Alluvial Capital | Dave Waters | Substack

Recommended by Dave Waters

Clark Square Capital's Absolute Value

Clark Square Capital's Absolute Value

Fundamental research focused on overlooked companies and special situations.

Capital Employed

Capital Employed

By Jon Kingston

Written interviews with fund managers talking about their favorite stocks.

Compelling manager interviews and stock pitches.

- Dave Waters

Yet Another Value Blog

Yet Another Value Blog

By Andrew Walker

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

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