Archive - Exploring with Alluvial Capital

Are You A European Company With An Indian Subsidiary? IPO It!*

*Resulting valuation uplift not guaranteed

Jan 7 • Dave Waters

August 2025

GAMCO Investors, Inc. - GAMI

Value in a legend's asset management company

Aug 21, 2025 • Dave Waters

June 2025

Finding Value in Faraway Places

It's a long way to Port Moresby

Jun 17, 2025 • Dave Waters

April 2025

20 MORE OTC Markets Oddities

Let's get even weirder with it.

Apr 29, 2025 • Dave Waters

The Roller Coaster

I miss boring markets.

Apr 8, 2025 • Dave Waters

January 2025

20 OTC Markets Oddities

Rarer and rarer, but still there!

Jan 17, 2025 • Dave Waters

November 2024

An Announcement, A Visit, A Stock Pitch

Introducing Tactile Fund, hitting the road, and a look at Cementos Argos

Nov 11, 2024 • Dave Waters

September 2024

Peakstone Realty Trust - PKST

It might not be pretty, but it is pretty cheap.

Sep 6, 2024 • Dave Waters

August 2024

Notes and Updates

I’ve noticed a lot of new subscribers lately, so this is me writing to say 1.

Aug 14, 2024 • Dave Waters

March 2024

A Mexican Blue Chip Bargain

Recently, and for the first time in a while, I took a dive into Mexican stocks.

Mar 7, 2024 • Dave Waters

February 2024

Checking Out Music Royalties

Without getting Shreked.

Feb 1, 2024 • Dave Waters

December 2023

Quality Investing Outside the Blue Chips

Hello and happy holidays!

Dec 26, 2023 • Dave Waters