Table of Contents

List of all previous issues.

Weekly Ideas👇 (New Issue Every Sunday)

• The Rational Cloning: Weekly Ideas #68

• The Rational Cloning: Weekly Ideas #67

• The Rational Cloning: Weekly Ideas #66

• The Rational Cloning: Weekly Ideas #65

• The Rational Cloning: Weekly Ideas #64

• The Rational Cloning: Weekly Ideas #63

• …

• The Rational Cloning: Weekly Ideas #39

• The Rational Cloning: Weekly Ideas #38

• The Rational Cloning: Weekly Ideas #37

• The Rational Cloning: Weekly Ideas #36

• The Rational Cloning: Weekly Ideas #35

• The Rational Cloning: Weekly Ideas #34

• The Rational Cloning: Weekly Ideas #33

• The Rational Cloning: Weekly Ideas #32

• The Rational Cloning: Weekly Ideas #31

• The Rational Cloning: Weekly Ideas #30

• The Rational Cloning: Weekly Ideas #29

• The Rational Cloning: Weekly Ideas #28

• The Rational Cloning: Weekly Ideas #27

• The Rational Cloning: Weekly Ideas #26

• The Rational Cloning: Weekly Ideas #25: Rhizome Partners on FRPH, HHC, INDT, CLPR; Palm Capital on Constellation Software, Salesforce; Gator Capital on Enact, Genworth

• Weekly Ideas #24: Voss Capital Q4 2021 Letter; LRT Capital January 2022 Update; Clark Street Value on Bally's Corp, Armstrong Flooring, and ALJ Regional Holdings

• Weekly Ideas #23: Emeth Value on Burford Capital; Laughing Water on Aimia, Transact, Cannabis and Countryside Partnerships'; Plus Ideas From Mittleman Global, Clark Street Value

• Weekly Ideas #22: SRK Capital H2 2021, Greystone Capital Q4 2021 Letters, Alta Fox Works to Free Wizards

• Weekly Ideas #21: 1 Main on Basic-Fit, Praetorian on Uranium, Newspapers, JOE, Energy Services, and Oil Futures, Palm Valley on Inflation; Job Opportunities 💼

• Weekly Ideas #20: Greenhaven, Alta Fox and Maran Capital's 2021 Q4 Letters

• Weekly Ideas #19: Baron on Real Estate, Nitor Capital on VST, CF, JOE

• Weekly Ideas #18: Upslope Capital & Alluvial's Q4 2021 Update, Kuppy on Oil, Pete Panda on Tin

• Weekly Ideas #17: Wedgewood Partners on Oil, TPL, and TSCO | CoBF's 2022 Best Investment Idea | Canadian Value Stocks on Morguard REIT

• Weekly Ideas #16: LRT Management's Top 10 Positions, YAVB on Cheap Cyclicals/Sporting Goods Retailers, Kuppy on The Great Rotation

• Weekly Ideas #15: Twebs on the Double Dog Index (Pabrai's "PE of 1") | LT3000 on Contrarianism, ESG Investing, and Coal

• Weekly Ideas #14: Clark Street Value, Interesting Insider Transactions, Global Inflation Rates, What Happened to ARKK?

• Weekly Ideas #13: Maran Capital and Greenhaven on Their Top 5 Holdings, Jeremy Raper on POSaBIT Systems

• Weekly Ideas #12: Clark Street Value on Realty Income/Alliance Data Systems Spin-Offs, Horizon Kinetics on Having No New Ideas, Clearbridge on Being Overweight Energy, and Silver Ring on Garrett Motion

• Weekly Ideas #11: Zeckhauser on Sidecar/UU Investing, Jeremy Raper's Thread on Asymmetric/Special Sit Ideas

• Weekly Ideas #10: Qualivian on Watsco, Rowan Street on China, Conor Maguire on Willis Towers Watson, Bill Miller on How to Pitch a Stock, and More

• Weekly Ideas #9: Lazard's Outlook on the US, Clark Street Value on Capstead Mortgage Corp, Carlo Cannell/David Kanen Take on Goedeker's, and More

• Weekly Ideas #8: Conor Maguire on Pantheon Resources, Goehring & Rozencwajg on the Upcoming Oil Crisis, Asymmetric Bet on Rafael Holdings, Alta Fox on IDT's NRS, and More

• Weekly Ideas #7: Pound the Rock Investing on Thunderbird, Clark Street Value on Consensus Cloud Solutions, Peter Kamin Takes on Psychemedics

• Weekly Ideas #6: Down the Howard Jonas Rabbit Hole (IDT + Rafael Pharmaceuticals)

• Weekly Ideas #5: Maran Partners on Crossroads Systems, Clarus Corp, Pure Cycle, Turning Point Brands, and More | Private Eye Capital on Kilroy

• Weekly Ideas #4: Greenlight Capital on Teck Resources, YAVB on Uranium/NexGen, Old West Investment On Rafael Holdings, and More

• Weekly Ideas #3: Kuppy on Uranium, YAVB on Greenfirst Forest, Carlo Cannell on Lee Enterprises, ShadowStock on Spark Networks, and More

• Weekly Ideas #2: Greenhaven on Marketwise, Caro-Kann Capital on Burford Capital, Kevin Dart on Tobacco, Share Repurchases

• Weekly Ideas #1: Alluvial Capital & Bonsai Partners Update, Peter Kamin & B. Riley Making Moves, Clark Street Value, Tobacco, and More

Mosaic Musings👇 (New Issue Every Weekday)

• Mosaic Musings #3: Royalty Companies: Inflation, I win; Disinflation, I Don’t Lose Much. [Inflation Crisis Series]

• Mosaic Musings #2: Disinflation → Inflation Inflection Point? [Inflation Crisis Series]

• Mosaic Musings #1: Tin [Molecule Crisis Series]

Authored Books

• Nick and Zak's Adventures in Capitalism: Words of Wisdom from the Nomad Partnership Letters

• The Little Book of Investing Ideas: A Curated Collection of Investing Wisdom