May 2024 Stock Pick
April '24 Stock Pick
Builders FirstSource
Frontier, Continuing to Turn Copper into Gold
Bob Robotti's Thesis for LSB Industries $LXU
March '24 Pick
Netflix is Looking Full
Revisiting Risk With Howard Marks
February '24 Pick
Taking More Swings
January '24 Stock Pick
Introducing A New Tier for WSG ðŸ¤