Newsletter
Finding Value in an Overvalued World
More on my process for finding cheap markets, cheap companies, and cyclical rebounds
Newsletter
Newsletter
Sibanye Stillwater Convertible Bond Offering
Breaking down the terms of the offering and the pricing
Newsletter
Black Friday Sale - Lifetime Subscription Option
You can't pay in dollars, but I'm offering a number of ways you can get the paid Calvin's Thoughts posts for the rest of your life
Newsletter
Ecopetrol - Colombian Supreme Court Delivers Massive Victory to Minority Shareholders
Gustavo Petro's government had introduced a change in royalty deductibility for income tax calculations. The measure had a material impact on EC bottom line results and was just struck down.
Newsletter
Ecopetrol Q3 Results - Another Solid Quarter
Analyzing the latest quarterly results from Colombia's state energy company
Newsletter
Vertex Energy Q3 Earnings - Looking Better
Vertex may have finally hit an inflection point after a long road to the big leagues
Newsletter
Copper, the Canal, and Chaos. Panama is Proving Its Global Relevance.
My takes and insights on the current situation in Panama and where things are headed
Newsletter
Coal and Machining - Summary of US Trip
I was in the US for 3 weeks, visiting Kentucky, Tennessee, West Virginia, and Indiana
Newsletter
First Quantum Minerals - Copper Panama approval triggering social unrest
Panama is bracing for major protests over the coming weeks as protestors set to block dozens of roads across the country
Newsletter
Navigating a world at war
Financial and non financial advice for a world erupting into conflict
Newsletter
What happened to the EC dividend?
A quick update on the dividend and what's expected
Newsletter
Facing the storm
How I'm positioning for defense and upside in a very unstable environment
Newsletter
Things every young American should do to gain financial independence
When you're young, you plant trees. When you're old, you get fruit, shade, and timber. Here's a report from the trenches for the young American.
Newsletter
My stock picking process
How I generate, filter, and source ideas
Newsletter
Sibanye Stillwater - Cyclically Weak, Politically Horrific, Fundamentally Strong
A deep dive on one of the world's largest precious metals mining companies
Newsletter
Altisource Portfolio Solutions - Is there any hope?
An update on my worst performing long position