Blog Posts

Alex Barrow 4/9/21 Alex Barrow 4/9/21

Rob Mahan: Deep Value Investing in Eastern Europe

Alex Barrow 8/5/20 Alex Barrow 8/5/20

More Q2 Letters, Costco’s Genius and Aswath Damodaran

Alex Barrow 7/29/20 Alex Barrow 7/29/20

Greenhaven Road, Laughing Water and Tao Value Q2 Letters

Alex Barrow 7/22/20 Alex Barrow 7/22/20

Q2 Letters, SPAC Analysis and Michael Mauboussin’s Latest Podcast

Alex Barrow 7/15/20 Alex Barrow 7/15/20

More Q2 Letters, 13F Regulations and Bill Miller Podcast

Alex Barrow 7/8/20 Alex Barrow 7/8/20

Q2 Letters, Jim Chanos and An Undervalued Student Loan Play

Alex Barrow 7/1/20 Alex Barrow 7/1/20

Career Risk, Sports Stocks, Li Lu and What Makes Stocks Go Up

Alex Barrow 6/25/20 Alex Barrow 6/25/20

Activism, Financials and Why IPOs Suck

Alex Barrow 6/17/20 Alex Barrow 6/17/20

Ackman’s SPAC, Intangible Assets, Insurance IPOs and Mauboussin’s Whitepaper

Alex Barrow 6/10/20 Alex Barrow 6/10/20

Emerging Markets, Stock Based Compensation & DIY S&P Valuation

Alex Barrow 6/3/20 Alex Barrow 6/3/20

New Ideas From Telecom, Healthcare and Salmon Farming

Alex Barrow 5/27/20 Alex Barrow 5/27/20

Four New Ideas, Gavin Baker & Howard Marks

Alex Barrow 5/20/20 Alex Barrow 5/20/20

Crisis Investing, Value vs. Growth, and Chapter 11 Bankruptcies

Alex Barrow 5/13/20 Alex Barrow 5/13/20

Carvana, Peloton & A Cheap Portuguese Company

Alex Barrow 5/6/20 Alex Barrow 5/6/20

More Letters From Your Favorite Investors #2

Alex Barrow 4/29/20 Alex Barrow 4/29/20

More Letters From Your Favorite Investors

Alex Barrow 4/22/20 Alex Barrow 4/22/20

Another Round of Q1 Investor Letters: New Ideas & Fresh Perspectives

Alex Barrow 4/15/20 Alex Barrow 4/15/20

Q1 Letters Are Here: The Latest Ideas From Our Favorite Investors

Alex Barrow 4/8/20 Alex Barrow 4/8/20

Burry Finds Twitter, Japanese Net-Nets and How To Invest in Distress

Alex Barrow 4/1/20 Alex Barrow 4/1/20

Fresh Ideas From Great Investors & More COVID-19 Fallout