the patient investor's blog

I've originally wrote about RSSS in the Long Cast 4Q22 letter, which can be found here . I think the new CEO, Roy Olivier, is operating ...

A flooded basement isn't just a confrontation with nature but a reckoning with all the shit stored down there. Here's a long kept ad...

I recently attended a small retreat for fund managers where one of the guest speakers, via video presentation from a game reserve in S. Afri...

This is a product-based thesis. The company, Richardson Electronics (RELL), long a “dog” stock with a lousy corporate governance structure, ...

So CTEK is selling itself for $1.25 / share. The company is in a “go shop” period until the end of June and still publishing contract announ...

Been awhile since I've written here. I've cooled on the blog to focus on my investment business, Long Cast Advisers , which continue...

We inhabit a world of bugs that has existed / will exist far longer than us and will feast on us when we are long gone. As a homeowner, I ha...