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Special Situations in Vistance Networks, Green Dot, and a Value Setup in OSB Group
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Boring Is Beautiful
Q1 Updates on Three Asian Value Setups
May 11
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Cluseau Research
54
Opening the Gates
IBKR Adds Korea - Hynix at a 45% Discount, a Bank at Half Book, and a Valve Maker Flush With Cash
Apr 29
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Cluseau Research
86
6
April 2026 Portfolio Review
Hunting Global Value - Japanese Healthcare, European Logistics, and a Capital Light Net-Net - Here's What I've Been Buying
Apr 17
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Cluseau Research
98
4
Global Dental Labs and US Malls
Updates on Two High Conviction Trades: Modern Dental Group and CBL Properties
Mar 16
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Cluseau Research
46
2
March 2026 Trade Review
Trade Recap - Here's What I've Been Buying and Selling
Mar 9
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82
2
Kazakhstan, Japan, and Trimming a Winner
A 9% Yield for a "Growth" Name, Using Share Repurchase Reports to Time "Dip Buys", and Trimming a Winner
Mar 2
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Cluseau Research
55
2
Earnings Updates and A Software Shot in the Dark
Value in the Wreckage?
Feb 20
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56
1
February 3 2026
AI's Impact on Software Lending, Bank Earnings, and Selectively Buying the Infrastructure and Insurance Dip
Feb 3
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66
2
Jan 26 2026
Earnings Season Heats Up With Semis in Focus, a Hidden Japanese Discount-to-Nav Situation Set to Report, and a Rare Vote of Confidence in HK Small Caps
Jan 26
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29
1
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