Interview
Club Conversation with Tim Hanson, Making Millions in Boring Businesses
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jan 26, 2026 · 2 min read min
Business Breakdowns
Armanino Foods (AMNF): The Leading Producer of Italian and Specialty Foods
As the dominant U.S. foodservice pesto leader, the company leverages a debt-free "fortress" balance sheet to fund aggressive automation and international expansion.
Jan 21, 2026 · 2 min read min
Evidence Based Research
How to Avoid Dilution in Microcaps - A Dilution Risk Scorecard
We can predict future microcap equity dilution and equity dilution can predict future returns.
Jan 20, 2026 · 8 min read min
Interview
Club Conversation with David Gardner, the Rule Breaker
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jan 19, 2026 · 1 min read min
Education
Proven Survivors
When a management team handles themselves with honor and distinction in the worst of times, it allows you to trust them with the best of times.
Jan 14, 2026 · 4 min read min
Interview
Club Conversation with Aswath Damodaran, the Dean of Valuation
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
Jan 12, 2026 · 1 min read min