Monday Morning Links 2023 Week 35

[Six Bravo]

What happens when a company can buyback about 25% of its stock each year? We’re about to find out.

Thanks for sharing our piece on Alpha Metallurgical Resources!

[StockOpine]

Thank you for mentioning our Allegion write-up.

[Olivier at Emerging Value]

Oh god crocs are ugly! :=)

[Perocco]

SAGA Partners H1 is also out. Cheers!

[Richard Toad]

Thanks for mentioning my article!

[Wolf of Harcourt Street]

Appreciate the tag on the MELI analysis