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Hunting Cheap Energy Names
Four cheap producers for a war the market keeps re-pricing wrong | Crown Compendium XII
Jul 20
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Dundee corp - 55 Cents on the Dollar
Walter Schloss, the fall and rise of the House of Goodman, and why Dundee Corporation is buying its own stock at half price | TRK research
Jul 11
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Hawaiian Electric: The Yield on the Far Side of Patience
An Updated Valuation | The Royalty King Report 01/07/2027
Jul 2
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June 2026
Mind the Gap: Strong Setup, Sour Sentiment
Exchanges outperform - and get sold off! | Crown Compendium XI
Jun 30
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Croupier for sale — 40% off.
The Croupier Collection | Urbana: 3 private exchanges & a stable-coin at 0.6× NAV
Jun 26
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The Whole Book, in One Place
Four pillars and the model containing my twenty-five highest-conviction names
Jun 14
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11
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44:06
Pricing the Perpetual
TPL: Attempting a bottom-up NAV on an infinite asset.
Jun 6
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May 2026
A Barrel in the Hand
Eastern liquidity rolls over, oil floating storage halves, and the case for leveraged royalty exposure sharpens. | Crown Compendium X
May 29
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The Royalty King Report | XP Inc. (NASDAQ: XP)
Brazil's Financial Disintermediation Engine — A Croupier Collection Inclusion
May 24
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Miami International Holdings - Many Happy Returns
Reviewing A Main Holding In The Croupier Collection
May 13
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How Rick Rule Taught Me To Find Net-Nets
Here are my notes from running the playbook he taught me.
May 6
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April 2026
The Last Cheap Royalty
Copper & Tin in a Royalty Wrapper. The Royalty King Research Report | Evolve Royalties (CSE: EVR) | April 2026
Apr 29
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