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Intellectual Capital Businesses
A new mental model for your investing toolkit.
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Six Bravo
6
11:53

September 2024

Portfolio Update (GTX, MSB, FRMO, TPL)
Reviewing the progress of a few top companies
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Six Bravo
18
12:38
Five Tools to Mitigate Investing Risk
Lessons learned from others and personal experience
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Six Bravo
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
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Six Bravo
2
12:36
LandBridge Company (LB)
A surface-focused royalty company in the heart of the Permian basin.
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Six Bravo
37
17:27

July 2024

Update: Keweenaw Land Association (KEWL)
Royalty acreage doubled and shares outstanding decreased
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Six Bravo
2
9:23
Garrett Motion and Credit Ratings
How credit ratings effect GTX financials and stock valuation.
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Six Bravo
8
9:17
A Double Play of "Desert Island Stocks"
Meet a new Substack friend ...
Published on Stock Picker's Corner  • 

June 2024

Rabbit Holes of Curiosity
Coal power, aggregates and a fast-talking New Yorker
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Six Bravo
20
13:44
Portfolio Update (NRP, TPL, PSK)
Reviewing the progress of a few top companies
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Six Bravo
16
16:19
Benchmarking Your Returns
Why I hold my feet to the fire and benchmark my returns against the S&P 500
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Six Bravo
6
10:46

May 2024

Keweenaw Land Association (KEWL)
400,000 royalty acres with a copper mine coming online
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Six Bravo
15
16:14
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