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Investment thesis compilation and news of the week 11/24/2025
Links to the most interesting investment theses and the notable news of the week. Subscribe to receive it every week!
Nov 24
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Investment thesis compilation and news of the week 11/11/2025
Links to the most interesting investment theses and the notable news of the week. Subscribe to receive it every week!
Nov 11
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Update on This Week’s Newsletter Schedule
Links to the most interesting investment theses and the notable news of the week. Subscribe to receive it every week!
Nov 4
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October 2025
Investment thesis compilation and news of the week 10/27/2025
Links to the most interesting investment theses and the notable news of the week. Subscribe to receive it every week!
Oct 27
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Investment thesis compilation and news of the week 10/20/2025
Links to the most interesting investment theses and the notable news of the week. Subscribe to receive it every week!
Oct 20
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Investment thesis compilation and news of the week 10/06/2025
Links to the most interesting investment theses and the notable news of the week. Subscribe to receive it every week!
Oct 6
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September 2025
Investment thesis compilation and news of the week 09/29/2025
Links to the most interesting investment theses and the notable news of the week. Subscribe to receive it every week!
Sep 29
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Market leader at less than 2x EV/EBITDA
A very special company at an inflection point
Sep 27
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August 2025
Bank of Georgia - Part V: THE BANK'S PROJECTION, MANAGEMENT & VALUATION
Bank of Georgia is the leading bank in Georgia, a country with very attractive characteristics for investors.
Aug 4
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July 2025
A Bonanza-Grade Silver Deposit in the Making
Backed by industry legends and targeting world-class mineralization in a proven region
Jul 18
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Investment thesis compilation and news of the week 07/1/2025
Links to the most interesting investment theses and the notable news of the week. Subscribe to receive it every week!
Jul 1
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June 2025
Investment thesis compilation and news of the week 05/27/2025
Links to the most interesting investment theses and the notable news of the week. Subscribe to receive it every week!
Jun 9
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