$POWW a Gun-Toting E-Commerce Site, Bought By Outlaws, Then Double-Crossed by the Seller.

A wild ride in the online gun business

Nov 28 • 

Benevolus

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My Biggest Position - A company selling at 1.5x cash flows, with an expected 100-200% return on at-risk capital

Immediate catalyst. Stub company should re-rate within 3 months. Need to own by November 20th. For small accounts only.

Nov 19 • 

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October 2025

Legacy Education Appears Cheap, but Regulatory Risks are Too Significant Here, so I’ll Stay Away.

Oct 16 • 

Benevolus

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The Risks of the US For-Profit College Industry: Illustrated With A Post-Mortem of Corinthian College

Oct 10 • 

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September 2025

Deceptively cheap earnings don't compensate for mediocre holding company assets and significant hidden liabilities at the Contran Group.

PE's of 4-5 are misleading and dangerous.

Sep 19 • 

Benevolus

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Why do most money managers fail to beat the index?

If one wants to outperform, one should invert.

Sep 18 • 

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August 2025

Interesting stocks in the chemicals and materials sectors right now.

Here I cover a few gems in a beaten down sector. In this article I review 11 names: KRO, CC, TROX, DOW, LYB, HUN, OLN, WLK, MAGN, SLVM, MERC.

Aug 24 • 

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July 2025

Industry Overview: Titanium Oxide (TiO2) in 2025

This analysis will help you better understand the competitive position of key TiO2 producers globally (KRO, TROX, CC, LB Group)

Jul 17 • 

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Buy a Land Bank for 30% of its Fair Value. PE of 6. Historic Growth of 30%. With a long runway for growth at 15%.

And backtesting John Neff along the way.

Jul 11 • 

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June 2025

A warrant-arbitrage that yields a 168.6% annualized return.

If you have a small account, time and luck that is.

Jun 23 • 

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A stock selling at 53% of net asset value, liquidating.

(or how I learned to stop worrying and love the wait)

Jun 12 • 

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Book Review: John Neff on Investing

Investing for over 30 years with a low p/e +growth approach, John Neff consistently beat the market index. Here's how he did it.

Jun 1 • 

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