2024 review

Brief review of 2024 + current thoughts

I hope that everyone’s new year is off to a good start.

At least for me, the past 6 or so weeks has been a challenging time to look for new ideas - including more than the usual number of research false starts.

Regardless, I have a few ideas on deck that look compelling:

• A deep value idea (+20% free cash flow yield) with significant, unappreciated catalysts

• A hidden growth/GARP small cap

• An under-followed, one-of-a-kind royalty interest

2024 review

2024 was a good year for the newsletter in terms of fruitful idea generation. There were 34 articles published in 2024, or an average of 2.8 per month.