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Rules and Reflections: Becoming A Better Liquidator.
First off, because I don't want anyone to think I'm throwing a pity party, I want to get this out of the way: my returns this year have been pretty…
Nov 10, 2025
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Issue 17. Cutting The Weeds and My Search For Indian Net Nets ( I Think I May Have Found One! )
I write this issue as a bearer of sad news.
Nov 2, 2025
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Issue 16. International Markets, Dirt Cheap Solar Play and This Week's Bio-Tech Net Net.
In my effort to find the weirdest, most off the beaten path securities out there I have recently become much more interested in international markets.
Oct 26, 2025
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Issue 15. Reminiscences of a Stock Degen: Jesse Livermore, Net Nets and My Thoughts On The Bio-Pharma Space
I'm attempting a slightly new format where I actually write and release these articles as if it were an actual newsletter.
Oct 17, 2025
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Portfolio Breakdown Challenge: I Share Every Name In My Portfolio, You Try Not To Judge
You probably all know by now that I like seeking out less than favorable stocks and it's not because I dislike quality companies, I just find them so…
Oct 5, 2025
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This Junior Miner ( Which Isn't Even A Net Net ) Might Be A Great Long Term Investment
If the title above confused you, GOOD, because that's why there's a buying opportunity.
Sep 28, 2025
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$CHRS Post Mortem
We all know that biotechs are, generally speaking, not good investments.
Sep 23, 2025
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My Best/Worst Stock Pick and How It Came To Be 20% of My Portfolio ( And Climbing )
When I was about nineteen I was tired of my living/work situation and was seeking a new direction in life.
Sep 8, 2025
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Lionheart’s Newsletter
Turning over rocks in stock land! Mostly a Net Net guy, but Interested in anything weird, obscure or deep value!
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