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Intellectual Capital Businesses
A new mental model for your investing toolkit.
Oct 5
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Six Bravo
20
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Intellectual Capital Businesses
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6
11:53
September 2024
Portfolio Update (GTX, MSB, FRMO, TPL)
Reviewing the progress of a few top companies
Sep 21
•
Six Bravo
35
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Portfolio Update (GTX, MSB, FRMO, TPL)
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18
12:38
Five Tools to Mitigate Investing Risk
Lessons learned from others and personal experience
Sep 7
•
Six Bravo
29
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Five Tools to Mitigate Investing Risk
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10
14:29
August 2024
Benefits and Pitfalls of 13F Filings, Recent Examples, and Thoughts on NRP
We love Natural Resource Partners even though it showed up in a superinvestor’s portfolio
Aug 24
•
Six Bravo
37
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Benefits and Pitfalls of 13F Filings, Recent Examples, and Thoughts on NRP
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2
12:36
LandBridge Company (LB)
A surface-focused royalty company in the heart of the Permian basin.
Aug 10
•
Six Bravo
66
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LandBridge Company (LB)
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37
17:27
July 2024
Update: Keweenaw Land Association (KEWL)
Royalty acreage doubled and shares outstanding decreased
Jul 27
•
Six Bravo
35
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Update: Keweenaw Land Association (KEWL)
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2
9:23
Garrett Motion and Credit Ratings
How credit ratings effect GTX financials and stock valuation.
Jul 13
•
Six Bravo
29
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Garrett Motion and Credit Ratings
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8
9:17
A Double Play of "Desert Island Stocks"
Meet a new Substack friend ...
Published on Stock Picker's Corner
•
Jul 12
June 2024
Rabbit Holes of Curiosity
Coal power, aggregates and a fast-talking New Yorker
Jun 29
•
Six Bravo
41
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Rabbit Holes of Curiosity
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20
13:44
Portfolio Update (NRP, TPL, PSK)
Reviewing the progress of a few top companies
Jun 15
•
Six Bravo
41
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Portfolio Update (NRP, TPL, PSK)
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16
16:19
Benchmarking Your Returns
Why I hold my feet to the fire and benchmark my returns against the S&P 500
Jun 1
•
Six Bravo
23
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Benchmarking Your Returns
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6
10:46
May 2024
Keweenaw Land Association (KEWL)
400,000 royalty acres with a copper mine coming online
May 18
•
Six Bravo
43
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Keweenaw Land Association (KEWL)
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15
16:14
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