Disclaimer: I own shares in some of the companies mentioned in this article and stand to benefit if they rise in price. I may decide to purchase or sell shares at any time without prior notice. Do your own research and size positions appropriately if you invest. Nothing here is meant to be understood as investment or financial advice. AI tools assist my research and writing process, enhancing analytical efficiency and clarity. Past performance is no indication of future returns.
Introduction
While the list of ideas with links to the latest articles for each is contained within the overall Idea Tracking page, a subscriber's question made me realize that this may not be the most convenient way to discover which investment opportunities or special situations have been covered in the past. The list below is the exhaustive set with links to the very first thesis and the latest update for each. This allows you to jump straight to the current status, though you can still daisy-chain backwards through previous updates if you prefer.
The Idea Inventory
The columns “Junior E&P”, “Special Situation”, and “Active” are boolean (i.e., 1=True, 0=False) and may help your browsing. I myself use them for performance analytics for the different categories.