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Dave Waters

@alluvialcapital.bsky.social

1.3K followers 640 following 160 posts

Pittsburgh investment manager since 2014. Buying the weirdest and wildest. alluvial.substack.com tactilefund.com

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Dave Waters @alluvialcapital.bsky.social · 1d

Everyone ready to be liberated again?

Dave Waters @alluvialcapital.bsky.social · 8d

That deal is pending but correct, it is outside the perimeter.

Dave Waters @alluvialcapital.bsky.social · 8d

They are trying to crystallize the value they created in buying and optimizing Princes, and to build a war chest for future acquisitions. Mastrolia is certainly a maverick.

Dave Waters @alluvialcapital.bsky.social · Aug 29

Reached out years ago. Zero interest in opening an account for American. I should try again.

Dave Waters @alluvialcapital.bsky.social · Aug 29

Realizing I may have conflated "great white buffalo" and "white whale." Sigh. That's how badly I need to trade in this market. Can't think straight.

Dave Waters @alluvialcapital.bsky.social · Aug 29

The "great white whale" of my investing career is finding a way to trade on the Swiss OTC-X market. Just look at the names of these companies. It is killing me that I can't buy them!

Dave Waters @alluvialcapital.bsky.social · Aug 15

Love to make a principal peyment

Dave Waters @alluvialcapital.bsky.social · Aug 14

How often do you see an 88% year-over-year revenue decline in a candy business? "Sow Good Inc." needs a new name.

Dave Waters @alluvialcapital.bsky.social · Jul 30

At 40 I can feel myself drifting farther from the cultural zeitgeist by the day and it's a peaceful sensation.

I have no idea what a labubu is and I am just fine with that.

Dave Waters @alluvialcapital.bsky.social · Jul 24

It is honestly a great trip for kids, too! It was the first international destination for ours and they handled it like champs.

Dave Waters @alluvialcapital.bsky.social · Jul 17

Tuborg Classic. A very satisfying Danish pilsner, as it turns out.

I also just learned that beer was illegal in Iceland until 1989!

Dave Waters @alluvialcapital.bsky.social · Jul 17

...I really set myself up for that one!

Dave Waters @alluvialcapital.bsky.social · Jul 16

Congrats, American electorate. Who needs an independent Central Bank anyway?

George Pearkes @peark.es · Jul 16

Bloomberg story following up the CBS headlines, White House official says Trump is "likely" to fire Powell.

By Josh Wingrove
(Bloomberg) -- President Donald Trump is likely to fire Federal Reserve Chair Jerome Powell soon, a White House official said, and discussed the possible move in a meeting with congressional Republicans on Tuesday night.
While the lawmakers voiced support for the move, which would likely roil financial markets and lead to a consequential legal showdown, Trump has not made a final decision and could change his mind, according to the official who requested anonymity to discuss a private conversation.

Dave Waters @alluvialcapital.bsky.social · Jul 13

Local flora. Angelica, a traditional Icelandic flavoring. Water avens. Lupine, introduced to Iceland in the 1940s and now ubiquitous.

Dave Waters @alluvialcapital.bsky.social · Jul 13

A Reykjavík cemetery. One of the most fascinating places we visited. Found it by accident and there was hardly a soul around.

Dave Waters @alluvialcapital.bsky.social · Jul 13

Abandoned whaling ships.

Dave Waters @alluvialcapital.bsky.social · Jul 13

Not specific to Iceland but I found an actual message in a bottle.

Dave Waters @alluvialcapital.bsky.social · Jul 13

Aging Greenland shark. Here’s where the Hákarl is made! Much better with Icelandic rye bread and some Brennnivín.

Dave Waters @alluvialcapital.bsky.social · Jul 13

Little tough to see, but Puffins.

Dave Waters @alluvialcapital.bsky.social · Jul 13

The approach to the Rauðfeldsgjá Gorge. A place with a truly mystical feel. Home of the legendary half-giant Bárður.

Dave Waters @alluvialcapital.bsky.social · Jul 13

A family outing to a glacier!

Dave Waters @alluvialcapital.bsky.social · Jul 13

Leif Erikson in front of Hallgrímskirkja. Plus a cool message on the back of the statue, which was a gift from the United States 95 years ago.

Dave Waters @alluvialcapital.bsky.social · Jul 13

The most perfect fish I have ever eaten at Matarlist in Ólafsvík.

Dave Waters @alluvialcapital.bsky.social · Jul 13

Hraunfossar.

Dave Waters @alluvialcapital.bsky.social · Jul 13

A distant view of the Snæfellsjökull Glacier.