Selected Memos:
2023 Annual: Everyone is a Value Investor
2023 Q1: Stone, Algoma Steel, Embracer Group
2022 Q4: Views — Vale, IPCO, Glencore, Bunge, Norden
2022 Q3: Fundamental Truth — Embracer, Glencore, Algoma Steel
2022 Q2: Quality — Embracer, Imperial Metals, Evolution, Stone, Arch
2022 Q1: Recession — Embracer, Imperial Metals, Evolution, Stone, Arch
2021 Q4: Inflation — Imperial Metals, Stone
Accredited Investors focused on the long-term may contact us for additional information
Selected Investments:
Selected Presentations:
Nordstern Capital L.P.
c/o Johannes Arnold, Managing Member
One Grand Central Place
60 East 42nd Street, Suite 3100
New York, NY 10165-0057