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New Portfolio Position — BHU

Post-Settlement Update on MON

Post-Earnings Update on PPSI

Japanese Net-Net Basket: Part 3

Latest Thoughts on PESI Post-Earnings

Post-Earnings Update on SMC

October Portfolio Review

Post-Earnings Update on AMPY

Latest Thoughts on HCC Post-Q3 Earnings

Quick Post-Earnings Updates on WOW and STKL

Post-Earnings Updates on MGPI and ARE

Major Positive Update on PPSI

Japanese Net-Net Basket: Part 2

Japanese Net-Net Basket: Part 1

Portfolio Idea Playing Out

Exploring The Met Coal Industry: Part 4

Exploring The Met Coal Industry: Part 3

September Portfolio Review

Exploring The Met Coal Industry: Part 2

Exploring The Met Coal Industry: Part 1

Quick Updates on PPSI and WOW

New Portfolio Position — PESI

August Portfolio Review

New Portfolio Idea — WOW

New Portfolio Idea — MON-V

Latest Thoughts on SMC

Post-Earnings Updates on Two Ideas

Quick Post-Earnings Update

Post-Earnings Update on a Short Position

July Portfolio Review

A Deeper Dive Into AMPY

Updates on Two Positions

Two Quick Updates

Latest Thoughts On Two Ideas

Important Update on STKL

Brief Update On SMLP C-Corp Conversion

MGPI Research Notes

Portfolio

Quick Updates On Two Portfolio Ideas

Mid-June Portfolio Review

Portfolio Idea Playing Out — 6736.T

New Portfolio Idea — 6736.T

A Deeper Dive Into SMLP

New Portfolio Name — ENAV.MI

Another Short Position — MGPI

New Short Position — STKL

New Portfolio Idea — PPSI

Another Portfolio Addition — AMPY

New Portfolio Idea — ARE.TO

First Portfolio Position — SMLP

Idea Hive Is Upgrading