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.