On The Horizon
Content You Can Expect
My plan for this page will be to provide new stock ideas, provide Maintenace Research as time goes on for each idea I publish, and to give you firsthand access to my accounting of conversations with managements as well as instant earnings reactions.
With that said I wanted to give you a sense of what is upcoming and what I will provide for you by way of your subscription, as well as a brief note on my background.
My Background
I began my studies as a historian. I graduated from a small private college in the suburbs of Chicago but if I am being honest college for me simply honed a few marginal skills. All my life my greatest gift has been insatiable curiosity (so much so it annoys my teachers, parents, and now wife and children) and alongside that curiosity is a passion for outworking what I perceive to be my competitors. I think those two intangibles make up my edge in the investment world and have allowed me to outperform markets over my tenure but also, and much more importantly, position myself and my client’s capital today to “win” in the next decade.
Upcoming Earnings
Earnings season for a number of the firms we own will be happening in the coming weeks. Here is what I have on my radar:
American Coastal Insurance Q2 2025 Earnings August 5th, 2025
Navigator Gas Q2 2025 Earnings August 12th, 2025
Tidewater Q2 2025 Earnings August 4th, 2025
ArcelorMittal Q2 2025 Earnings July 30th, 2025
Valaris Earnings Q2 2025 July 31st, 2025
LSB Industries Q2 2025 Earnings July 29th, 2025
We also plan to cover Five Points Q2 2025 Earnings as well, but do not have a definite date but will update you when we do.
Upcoming New Research
The next 5 articles on my radar to write up are the following:
Interfor Corp (IFP.CA) - Lumber Producer (Approx. Release Date: July 21st 2025)
Sable Offshore (SOC) - Offshore Oil Producer - Special Sit (Approx. Release Date: July 25th 2025)
Navios Maritime Partners (NMM) - Shipping Company (Approx. Release Date: August 1st 2025)
GoEasy (GSY.CA) - Installment Lending (Approx. Release Date: August 5th 2025)
Noble (NE) - Offshore Drilling (Approx. Release Date: August 11th 2025)
Upcoming Market Commentary
In addition to the stock research that I will be providing you, I will also periodically provide long form market commentary on what I am thinking about on the macro level. It does not change my investment approach which is buying cheap things at inflection points however it will simply give you a look into what I think are the tailwinds driving the industries where we are allocating our capital today.
These article topics include:
China’s recession, the markets irreverence to that fact, and what it will mean for industrials and where our capital is on the other side of a Chinese economic recovery.
2022 was the major turning point in markets and we believe had a “butterfly effect” on the world that is largely overlooked/underappreciated. We will dive into what happened, how the events of 2022 unfolded, and why capital allocation fundamentally changed and will continue to do so in the coming decade.
Why do commodities outperform? This will be a deep dive into past commodity bull cycles and the overall flow of capital away from industrials and why we ultimately believe it is coming back with a vengeance. This will be a longer piece but one we think will serve our readers well.
Thank You
To conclude this brief housekeeping article, I just want to say thank you to those that have subscribed. I am a historian by trade and a business analyst by adoration. I look forward to bringing you the highest quality content I can which will include traveling to important industry events to bring you real time coverage of important themes in the world of investing, as well as allow you inside access to our relationships with management teams across the world that we have spent the better part of 6 years building. These relationships span the United States and include Canada, Poland, Australia & Britan, to name a few. I hope this article finds you well and thank you for your interest in my work.