$alcur

10/25: How We Ended Up Collecting a Mountain of Dividends (5%+)... Without Even Trying

Portfolio Update. New Positions, Dividends and More.

Nov 4 •

09/25: 6 Wins, 5 Misses; the Rhythm of Q3

Portfolio Update. Quarterly Review. Major Inflows

Oct 7 •

08/25: Buying Cheap Ahead of Rate Cuts

Portfolio Update. The 10 New Extraordinary Companies We Own

Sep 5 •

07/25: District Metals’ +231% Surge & the New Normal

Portfolio Update. Detailing our first professional moves at hedge fund Equity Focus

Aug 5 •

04/25: Navigating Volatility for Long-Term Gains

A great example of how volatility can work in favor of public company investors

May 6 •

Apr/25 Interim Update: Reciprocal Tariffs

Tariffs, Tumult, and a Touch of Capitulation: A 6-Minute Dive Into Market Madness

Apr 5 •

01/25: Catching Opportunities, Building Conviction & Lowball Wins

Why Patience and Automated Purchase Offers Landed Us Crazy Prices for Existing and New Positions

Feb 4 •

💼 12/24: From Excel Grinds to Big Dreams, a Decade of Investment Adventures

Mistakes, Milestones, and a Dream to Redefine Microcaps

Jan 1 •

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