https://alluvial.substack.com/
Exploring with Alluvial Capital | Dave Waters | Substack
In search of value in the market's forgotten corners. Click to read Exploring with Alluvial Capital, by Dave Waters, a Substack publication with tens of...
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https://tactilefund.substack.com/
Tactile Fund LP | Dave Waters | Substack
Tactile Fund LP makes long-term investments in companies with extraordinary physical assets. The Tactile Substack tracks the fund's progress and profiles its...
dave waterstactilefundlpsubstack