Stock Picking
SubstackArticles
24
Companies covered
20
Sectors
1
Countries
1
Research Articles
NLOP - I'm Buying Again
Jan 27, 2026
National Beverage Update
Nov 25, 2025
Is Nathan's Famous for sale?
Feb 13, 2025
Vector Group to be acquired for $15/share
Aug 21, 2024
Garrett Motion (GTX) notes, next article preview
Jul 25, 2024
Natural Resource Partners (NRP) update
Jul 3, 2024
Summit Midstream Quick Update
Jun 17, 2024
SMLP up +40%
Mar 25, 2024
Summit Midstream Update
Mar 20, 2024
Garrett Motion (GTX) Update
Feb 16, 2024
Natural Resource Partners Warrant Settlement
Feb 7, 2024
Update on NLOP, PX
Jan 11, 2024
METCB update + comments on DSGR, NRP, NATH
Oct 17, 2023
Pizza Inn - Checking in on the new store model
Jun 26, 2023
Pizza Inn Buffet (RAVE)
May 9, 2023
DHC to be acquired, other updates
Apr 12, 2023
Sisecam Resources LP $25 offer
Feb 2, 2023
A second look at Natural Resource Partners L.P.
Dec 20, 2022
The Atlas Corp Special Situation
Aug 16, 2022
Mesabi Trust's Dividend is about to Cliff-Dive
Jul 28, 2022