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Unlocking Hidden Value
I like this company a lot. They have a ton of working capital on their balance sheet. A few hard assets that are worth close to the value of the entire…
Jul 25
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Grit Alpha
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Unlocking Hidden Value
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Top 60 Books Ever
Over the years, I have carefully compiled a curated list of the best books that have captivated me across various domains. From the world of investing…
Jul 20
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Grit Alpha
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Top 60 Books Ever
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Driller Day
Good morning everyone. Today we are going to chat briefly on why offshore drillers moved so rapidly yesterday. But before we get into the good stuff…
Jul 19
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Grit Alpha
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Driller Day
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Cheap Stock Idea
This is one of my new favorite positions. The company is illiquid as they come. The equity is cheap. Compared to more well known peers the valuation is…
Jul 17
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Grit Alpha
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Cheap Stock Idea
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Speculative Position
I put on a very small speculative position this morning. I have never invested in this industry ever. But after doing a few hours of due diligence and…
Jul 13
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Grit Alpha
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Speculative Position
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Offshore Drillers
If you have been following Grit Alpha for the past year you should know that the offshore drilling industry is one of my favorite undervalued…
Jul 10
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Grit Alpha
19
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Offshore Drillers
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Restructuring Idea
I love obscure stock ideas that Wall Street (mainstream investors) are not talking about. Small issues that are bombed out. Industries that are not the…
Jul 2
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Grit Alpha
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Restructuring Idea
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Easy Double
This is a pretty interesting situation that could quickly double with minimal risk given the strong balance sheet, ability to generate free cash flow…
Jun 25
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Grit Alpha
18
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Easy Double
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Grit Alpha
Deep dive analysis into the market with occasional stock picks for paid subscribers.
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Grit Alpha
Deep dive analysis into the market with occasional stock picks for paid subscribers.
By GRIT Capital
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