My guest is Brian Anast. Brian is one of the managing partners of Esoterica Investments. We discussed one of their largest positions which is San Juan Basin Trust (SJT) that is listed in the United States. Episode available below on YouTube as well as Spotify and Apple Podcasts). Read my Wednesday piece for an intro to the company so you get the full picture. You can … [Read more...]
Archives for May 2025
7+ Stock Ideas
Below are the links to my thoughts on various stocks throughout April. These include Greggs, Novo Nordisk, Imperial Brands, Ferrari, Disney, Palantir, and BYD. Greggs: https://fatalpha.substack.com/p/sausage-rolls-on-saleNovo Nordisk: https://fatalpha.substack.com/p/has-novo-nordisk-lost-enough-weight Imperial … [Read more...]
