When I first got started in deep value investing I was big into the land plays. These are companies that own a ton of land. Companies with tens of thousands of acres trading meaningfully below the replacement value of that land. I loved these ideas as a beginning investor as…
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Welcome all new subscribers to Alpha Letter. Every week I write about interesting opportunities in the public market. I focus on stocks off the beaten…
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Hello friends, my name is Jack Raines. I will be writing on Alpha’s platform once a week. I also write a newsletter, Young Money, where I cover all…
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1
Welcome all new subscribers to Alpha Letter. Every week I write about interesting opportunities in the public market. I focus on stocks off the beaten…
26
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During the dark days of 2020 I started to research the retail industry in-depth. Apparel to be more specific. I studied various women clothing business…
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Hello friends, my name is Jack Raines. I will be writing on Alpha’s platform once a week. I also write a newsletter, Young Money, where I cover all…
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I’ve been pounding the table on this small little broadcaster since the start of Alpha Letter. The company has a ton of cash. Unlevered real estate…
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Welcome all new subscribers to Alpha Letter. Every week I write about interesting opportunities in the public market. I focus on stocks off the beaten…
26
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The Bear Cave
The Bear Cave
Edwin Dorsey
Market Sentiment
Market Sentiment
Market Sentiment
Grit Capital
Grit Capital
Genevieve Roch-Decter, CFA