Cluseau Research

October 17 2026

Thoughts on AI and Earnings

Oct 17 • Cluseau Research

30

1

September 2026 Portfolio Review

Trade Recap - Here's What I've Been Buying and Selling

Oct 5 • Cluseau Research

91

September 2026

Buying the Buyback

Using Insider Alignment and Shareholder Friendly Capital Allocation to Separate Value Traps from Value Trades

Sep 3 • Cluseau Research

70

2

July 2026

Sit Back, Relax, and the Enjoy the Dividends

Taking Advantage of the PFF Rebalance With Three 7% Preferreds

Jul 16 • Cluseau Research

62

1

June 2026

June 2026 Portfolio Review

Here's What I've Been Buying and Selling

Jun 12 • Cluseau Research

66

1

Too Many Cooks Spoil The Pot

A Special Situation Setup

Jun 3 • Cluseau Research

32

1

May 2026

Go Stub Yourself

Special Situations in Vistance Networks, Green Dot, and a Value Setup in OSB Group

May 26 • Cluseau Research

68

6

Boring Is Beautiful

Q1 Updates on Three Asian Value Setups

May 11 • Cluseau Research

56

1

April 2026

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 • Cluseau Research

87

7

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 • Cluseau Research

101

4

March 2026

Global Dental Labs and US Malls

Updates on Two High Conviction Trades: Modern Dental Group and CBL Properties

Mar 16 • Cluseau Research

47

2

March 2026 Trade Review

Trade Recap - Here's What I've Been Buying and Selling

Mar 9 • Cluseau Research

82

2