First, our Highlights Issue from February 2020, which was double the length of a normal Issue and had some of the gems from the Oddball Archives. We have lowered the price on this from $79 to $59; you can purchase here.
Second, Issue 26 which was published in August 2019. Our back Issues are normally priced at $139 (which is just 1/5th of the subscription price), but we are making this one available for $99. Here are some of the highlights of Issue 26:
- "The point of maximum pessimism," a guest piece that looked at a variety of names including AFBA, FREVS, and GULTU.
- A guest piece on Alaska Power & Telephone Company
- "Your Diversified, Permanent Capital Holdco Is Not Going to Work," a very important guest piece pointing out the problems with NOL-shell companies.
- Updates on Bank of Utica, Boston Sand & Gravel, Du Art Film, Goodheart-Willcox, Hershey Creamery, J.G. Boswell, Keweenaw Land, Pardee Resources, and others.
- Reviews of two academic papers, "The Cash Conversion Cycle Spread" and “DotCom Mania: The Rise and Fall of Internet Stock Prices”.
- An essay on the problems with Sum of the Parts investment theses. Our take, "there has never been a better time to sell assets and probably never a worse time to buy them."
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