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Are You A European Company With An Indian Subsidiary? IPO It!*
*Resulting valuation uplift not guaranteed
Jan 7
•
Dave Waters
55
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GAMCO Investors, Inc. - GAMI
Value in a legend's asset management company
Aug 21, 2025
•
Dave Waters
50
13
3
Finding Value in Faraway Places
It's a long way to Port Moresby
Jun 17, 2025
•
Dave Waters
53
14
4
20 MORE OTC Markets Oddities
Let's get even weirder with it.
Apr 29, 2025
•
Dave Waters
65
16
7
The Roller Coaster
I miss boring markets.
Apr 8, 2025
•
Dave Waters
45
11
3
20 OTC Markets Oddities
Rarer and rarer, but still there!
Jan 17, 2025
•
Dave Waters
77
34
8
An Announcement, A Visit, A Stock Pitch
Introducing Tactile Fund, hitting the road, and a look at Cementos Argos
Nov 11, 2024
•
Dave Waters
46
5
3
Peakstone Realty Trust - PKST
It might not be pretty, but it is pretty cheap.
Sep 6, 2024
•
Dave Waters
75
32
7
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Exploring with Alluvial Capital
In search of value in the market's forgotten corners.
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