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Interview #120 : Scott Reardon (Dakota Value Funds)
The early stages of a golden age for value investing.
Nov 4 • 
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October 2025

56 Top Stock Pitches (14th-31st October) 📝
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Oct 31 • 
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43 Excellent Stock Pitches (1st-13th October) 📝
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Oct 14 • 
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Interview #119 : Kyle Tushaus (New West Capital)
Quality investing and special situations.
Oct 10 • 
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Q3 2025 Fund Letters Round-Up ✍️
A curation of the best quarterly letters
Oct 8 • 
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September 2025

30 Top Stock Pitches (13th-30th September) 🔥
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Sep 30 • 
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39 Best Stock Pitches (1st-12th September) 🖨️
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Sep 12 • 
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41 Superb Stock Pitches (16th-31st August) 🔥
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Sep 1 • 
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August 2025

Interview #118 : Fernando Araujo (FCL Capital)
Why does an opportunity exist? In other words, what gives us an edge.
Aug 22 • 
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37 Quality Stock Pitches (1st-15th August)
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Aug 15 • 
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Interview #117 : Abby and Jim Zimmerman (Lowell Capital Value Management)
Small Cap Value.
Aug 8 • 
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July 2025

52 Best Stock Pitches (16th-31st July) 🔥
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Jul 31 • 
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