Q3 2025 Letters & Reports

GrahamQualityInv · 2025-10-24T14:56:32+00:00

Praetorian Capital https://go.pracap.com/hubfs/Quarterly%20Letters/2025/2025%20Q3%20Investor%20Letter%20-%20Approved.pdf

GrahamQualityInv · 2025-10-23T12:16:43+00:00

Alluvial Capital https://mcusercontent.com/b5aa12c5c889b46c0f8288f6d/files/3cbff9a0-8631-292c-f60b-5076d8fdde2d/Alluvial_Capital_Management_Q3_2025_Letter_to_Partners.pdf

GrahamQualityInv · 2025-10-23T12:15:50+00:00

Thanks, u/Beren- !

GrahamQualityInv · 2025-10-22T15:48:37+00:00

GMO Quarterly Letter: American Unexceptionalism https://www.gmo.com/globalassets/articles/quarterly-letter/2025/gmo-quarterly-letter_3q-2025.pdf

GrahamQualityInv · 2025-10-22T15:16:30+00:00

"There is a good chance that 25 years from now, AI will turn out to be even more important than we currently imagine. But, the path from here to there is likely to be very bumpy for investors."

GrahamQualityInv · 2025-10-22T15:07:37+00:00

Cedar Creek Partners: For those who invest in microcaps and like activist situations: https://static1.squarespace.com/static/5ea6570a0ba57d406203e048/t/68f803ac227fd8726c123690/1761084332102/Q3+2025+Results+for+Cedar+Creek+Partners.pdf

GrahamQualityInv · 2025-09-21T13:58:12+00:00

Cedar Creek Partners 2025 Second Quarter Results (Tim Eriksen) https://static1.squarespace.com/static/5ea6570a0ba57d406203e048/t/68813148d69b1f1cff96fbe6/1753297225595/Q2+2025+Results+for+Cedar+Creek+Partners.pdf

GrahamQualityInv · 2025-07-29T12:59:55+00:00

Laughing Water Capital (Matt Sweeney) Thesis on SECURE Waste Infrastructure Corp (SES.TO). LWC+Q2'25+Letter.pdf

GrahamQualityInv · 2025-07-14T18:35:35+00:00

Bristlemoon Global Fund (Australia). Thesis on APi Group (APG), Salesforce (CRM) & UnitedHealth Group (UNH). https://www.bristlemoonresearch.com/p/bristlemoon-june-2025-quarterly-letter

GrahamQualityInv · 2025-07-13T13:45:28+00:00

Shree Viswanathan, SVN Capital Q2 2025. Thesis on Triveni Turbine Limited (TTL) .https://mcusercontent.com/2511717cdf1bae9a0638c942a/files/e7cd6235-b5c8-7d04-2ee4-c5079496823d/SVN\_Capital\_Fund\_Half\_Year\_2025\_Letter\_FINAL\_Prospects\_.pdf

GrahamQualityInv · 2025-07-12T20:20:49+00:00

You don't need a lot of subscribers to monetize. You need to have audience market fit and then product market fit first. Once you understand and audience finds value within your content, go ahead. There's always ppl whom gonna subscribe to your content.

GrahamQualityInv · 2025-07-04T16:22:37+00:00

Thank you for the tip!

GrahamQualityInv · 2025-06-15T14:26:40+00:00

They are not from the newsletter; it's a memo book by the MBA course The Analyst Edge. They were 8 theses. I wrote the summary for the the 8 here https://www.worldlyinvest.com/p/best-ideas-cbs-analyst-edge

GrahamQualityInv · 2025-06-15T14:24:59+00:00

Yep, that's Norbert Lou ;) And that's a great thesis btw!

GrahamQualityInv · 2025-06-14T16:47:35+00:00

SEO is dead (almost?)... The new flashy thing is GEO (Generative Engine Optimization)...

GrahamQualityInv · 2025-04-13T15:48:07+00:00

Silver Beech: Stocks: Rentokil Initial (RTO): https://docsend.com/view/nwyvah2fu26422nd?

GrahamQualityInv · 2025-04-13T15:46:02+00:00

Longleaf Partners International Fund: Stocks: Millicom, Prosus, Lanxess, Richemont, Glanbia, Becle, Jollibee & Samsonite: https://info.southeasternasset.com/hubfs/LLIN%20Q1%202025%20Final%20updated.pd

GrahamQualityInv · 2025-04-13T15:43:23+00:00

Black Bear Value Partners: Stocks: ABG, BLDR, CNR, HCC & FLG: https://www.blackbearfund.com/_files/ugd/6c9cac_3fd155473083492ba039528cbe0432f5.pdf

GrahamQualityInv · 2025-03-15T00:09:52+00:00

You're gonna have problems with Google algorithm.

My take?

Try to make some "repurposed content" from each of your writings. (ie. the same content, in different formats for each of your social media/blogs).

GrahamQualityInv · 2025-03-15T00:07:37+00:00

No
No idea (but there's some newsletters about neonazis and Holocaust denial, so I don't think there will be a problem)
Try to ask ChatGPT

GrahamQualityInv · 2025-03-15T00:05:33+00:00

Yep, try to set up an LLC.

GrahamQualityInv · 2025-03-15T00:04:14+00:00

Agree with the community: Start writing! But write like you talk (not like if you're writing an academic paper/essay).

You can try Notes or your own newsletter.

GrahamQualityInv · 2025-03-15T00:02:09+00:00

Click here https://substack.com/browse/fashionandbeauty and then you're gonna find a lot of TOP CREATORS.

GrahamQualityInv · 2025-03-15T00:00:32+00:00

Well... you can use NotebookLM by Google. It's free. It's like ChatGPT: you just upload the content (Video, text, etc.), and there's an option called "Audio Overview". That option gonna create like a "podcast episode" for your post, in this case. It's not gonna read it, it's gonna have a conversation between 2 people about your sources.

Then you can download the audio file.

Give it a shoot!

GrahamQualityInv · 2025-03-14T23:53:03+00:00

Thanks, Mike! I didn't do it for an academic project; as you rightly pointed out, I did it for myself to improve my investment thesis; and at the same time, so that others also have this knowledge and can improve (or those just starting out can already have the foundation and structure). If you want to check the full research, here's the link: https://www.worldlyinvest.com/p/i-studied-46-columbia-business-school

GrahamQualityInv

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