Still experimenting with this Substack before a potential launch.
Librarian Capital on Estée Lauder (🇺🇸 EL US － US$72 billion)
Derby Street on Stellantis (🇺🇸 STLA US － US$51 billion)
From $100K to $1M Substack on Ulta Beauty (🇺🇸 ULTA US － US$26 billion)
Junto Investments on Fairfax Financial (🇨🇦 FFH CN － US$18 billion)
Augustusville Substack on Legal & General Group (🇬🇧 LGEN LN － US$17 billion)
The Wolf of Harcourt Street on Cloudflare (🇺🇸 NET US － US$16 billion)
LatAm Stocks on Grupo Mateus (🇧🇷 GMAT3 BZ － US$3.0 billion)
Tachytelic Substack on Siltronic (🇩🇪 WAF GR － US$2.0 billion)
Value Don’t Lie on Ingevity Corp (🇺🇸 NGVT US － US$2.0 billion)
WTI Realist on Surge Energy (🇨🇦 SGY CN － US$553 million)
Fairway Research on TerraVest Industries (🇨🇦 TVK CN － US$368 million)
Maynard Paton on Reach (🇬🇧 RCH LN － US$301 million)
Breeley Capital on Gemfields Group (🇬🇧 GEM LN － US$246 million)
Value and Opportunity blog on Schaffner (🇨🇭 SAHN SW － US$199 million)
Clark Street Capital Substack on Outbrain (🇺🇸 OB US － US$194 million)
Canadian Dividend Investing on Andrew Peller (🇨🇦 ADW/A CN － US$147 million)
Greystone Capital Management on Sylogist (🇨🇦 SYZ CN － US$105 million)
(estimated reading time)
Sohn Investment conference key ideas summary (4 mins)
Value and Opportunity blog on the European insulation industry (7 mins)
Apricitas Economics: Core inflation is finally slowing (5 mins)
Florian Kronawitter: Unstable equilibrium (10 mins)
Gator Capital’s 1Q2023 letter (12 mins)
O'Keefe Stevens 1Q2023 letter (5 mins)
Silver Ring Value Partners 1Q2023 letter (27 mins)
Deep Sail Capital’s 1Q2023 letter (10 mins)
MCJ Capital’s 1Q2023 commentary (10 mins)
Nordstern Capital’s 1Q2023 letter (9 mins)
Lauging Water Capital’s 1Q2023 letter (14 mins)
Ave Maria 1Q 2023 commentary (23 mins)
Headwaters Capital’s 1Q2023 letter (5 mins)
Third Avenue Small Cap Value Fund’s 1Q2023 letter (12 mins)
Horos Asset Management’s 1Q2023 report (41 mins)
Arch Capital’s 1Q2023 letter (4 mins)
Fairlight Alpha Fund’s 1Q2023 letter (14 mins)
Greystone Capital Management’s 1Q2023 letter (16 mins)
(listening time)
Stan Druckenmiller interviewed by Kirill Sokoloff at Sohn (1:03 hours)
Jamie Dimon on the US banking crisis (18 mins)
John Mihaljevic et al with key takeaways from the Berkshire meeting (53 mins)
Sam Zell: Mastering the art of investing (1:09 hours)
Jens Nordvig: Why the US Dollar can fall further (1:13 hours)
Jim Grant about inflation, gold and uranium (32 mins)
Dave Waters of Alluvial: Searching nooks and crannies (1:22 hours)
Equity Mates discussing six stocks from the Sohn conference (46 mins)
Venture capital firm Benchmark on the future of the gaming industry (2:15 hours)
Doug O’Loughlin on software company AppLovin Corporation (58 mins)
Chit Chat money on vehicle auction house Copart (1 hour)
Interested in Asian equities? Check out my sister publication Asian Century Stocks, which provides deep-dive reports for the stocks in the Asia-Pacific region:
