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Recent Episodes
Memo - On The Changing Dynamic Between Software & AI - April 2026
Hello Everyone,It's been a almost a year since we started, and I'm extremely thankful for your support & feedback. I hope to keep growing alongside you all.I decided to try to capture some of my…
WriteUp - Mini Intro Write Up - DFM
It's been a while since I posted, and a few ideas have been turning over, so I decided to introduce an idea after so long. Hope you enjoy.Full Article:…
S2E9 MEMO - 100 Year Holding
Hello again,I was recently posed quite an interesting question: “If you could own only one business for the next 100 years, at any valuation, what would it be, and why?” So, I decided to note my…
S2E8 WriteUp - $MLCI Post Tender Update
Hey everyone,Following up on the end of the tender offer and the recent 25% drop in the stock price. Now that the dust has settled, I wanted to take a closer look at the "hidden risks" inside MLCI…
S2E8 WriteUp - A Hidden Gem with Shareholder Friendly Management $HME
Hey Everyone,Today, I wanted to share a look at a Canadian oil producer that is actually resilient on the downside. I was not looking for "lottery tickets"; instead, I went searching for companies…
S2E7 Spotlight - Peter Smith @ Palm Harbour Capital
Hey Everyone,Continuing the rollout of the fund managers’ articles today (are you tired of them yet?). Today, we have someone who is (for now) a little less known in the community (at least from my…
S2E6 MEMO - A Mini Memo On The 3-ish Books That have Influenced Me So far
Hello Hello, As promised, I'm quickly back and running on the next article. This one is going to be short and sweet. In the last memo, I talked about the books I read and pondered over in 2025 (I’ll…
S2E6 MEMO - 2025 Read Books Reflection
Hey Everyone,A short special episode quickly going over the book that I had the pleasure of going over this year.Full article:…
S2E5 Spotlight - Matthew Peterson @ Peterson Capital Management, LLC
As many of you know, I’ve been binging fund letters lately, and today’s subject really stunned me. Matthew Peterson of Peterson Capital Management has one of the most unique approaches I’ve seen yet.…
S2E4 Write Up - Arbitrage Opportunity Mount Logan Capital Inc $MLCI
Hey everyone,It’s been a while since I did a full write-up, so this was really overdue. This idea actually came about while I was just sitting on my hands, waiting for my price targets to hit and for…
S2E3 Chit Chat - With Michael McCloskey @ GreensKeeper Asset Management
Hey everyone,Another episode is here, and once again, with a bit of a delay, my apologies! This one was entirely my fault as I had to work through some setup issues. Regardless, I’m thrilled to…
S2E2 Background - Lumber Small Update #1
Happy New Year!Continues research on lumber, just a little addition and nothing special.Trying out a new format, let me know how it goes, cheers!Full article: I’m continuing to look at Canadian…
S2E1 Chit Chat - With Whit Huguley @ River Oaks Capital
Hey everyone, Happy New Year! As promised (and with a little bit of a wait), we have a very special episode to kick off the year. For this installment of the Chit Chat, we are joined by a special…
Background -- The Lumber Industry Business (Sawmill Focus)
Hey Listeners,I have been doing some research on the sawmills and compiled a miniature crash course....expect something very cool coming soon,Happy holidays.Substack:…
Spotlight - Nick Sleep & Qais Zakaria Nomad Partnership
Third time reading the Nomad letters and I’m still blown away. Why Nick & Zak’s letters are (for me) better than Buffett’s, how they turned money into 10× in 13 years with just three stocks, why…
Write Up & Memo - Recursive Thoughts on Style & Enwell Energy ($ENW)
Hello everyone! It’s been a while since my last letter. I’ve had some unexpected computer issues, but I'm finally back up and running! Thanks for having me.Today, we're exploring Enwell Energy…
Spotlight - River Oaks Capital
The last guest to visit Bogumil Baranowsku's podcast was Whit Huguley, in which he went into detail about himself and his fund. If it's not super obvious, I really enjoyed their talk and went down…
Write Up - Interesting Ideas a Polish Collection $GPW, $STX, $HUG
Just a quick tour through Poland’s markets, spotlighting unique companies like Huuuge Inc ($HUG) in mobile gaming and Stalexport Autostrady ($STX) in toll roads.Not investment advice, just ideas…
Write Up - Special Situation ContextLogic Holding (An acquisition play- "wishing" for more)
Hey Everyone,Welcome to my first company write-up! I've packed this episode with a bit of everything: the history of Wish.com, a detailed stock analysis of ContextLogic, and some background on the…
Memo - Green Anti-Globalisation
In this episode, I'm diving into some more rough though. Warning, not well done.As promised, following up on the previous rough-raw-idea and piggybacking on the same two-sentence idea theme. This one…
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18 Degree Journal Tunes has published 34 episodes since March 2025, covering topics in Business, Investing.
18 Degree Journal Tunes is currently highly active with new episodes every 2 weeks. Average episode length is 15m.
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