Dave Waters
@alluvialcapital.bsky.social
Pittsburgh investment manager since 2014. Buying the weirdest and wildest.
alluvial.substack.com
tactilefund.com
alluvial.substack.com
tactilefund.com
I guess when it works, it works.
December 5, 2025 at 12:17 AM
I guess when it works, it works.
Everyone ready to be liberated again?
October 10, 2025 at 9:13 PM
Everyone ready to be liberated again?
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!
August 29, 2025 at 7:02 PM
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!
Love to make a principal peyment
August 15, 2025 at 5:38 PM
Love to make a principal peyment
How often do you see an 88% year-over-year revenue decline in a candy business? "Sow Good Inc." needs a new name.
August 14, 2025 at 6:32 PM
How often do you see an 88% year-over-year revenue decline in a candy business? "Sow Good Inc." needs a new name.
Local flora. Angelica, a traditional Icelandic flavoring. Water avens. Lupine, introduced to Iceland in the 1940s and now ubiquitous.
July 13, 2025 at 10:01 PM
Local flora. Angelica, a traditional Icelandic flavoring. Water avens. Lupine, introduced to Iceland in the 1940s and now ubiquitous.
A Reykjavík cemetery. One of the most fascinating places we visited. Found it by accident and there was hardly a soul around.
July 13, 2025 at 9:54 PM
A Reykjavík cemetery. One of the most fascinating places we visited. Found it by accident and there was hardly a soul around.
Abandoned whaling ships.
July 13, 2025 at 9:52 PM
Abandoned whaling ships.
Not specific to Iceland but I found an actual message in a bottle.
July 13, 2025 at 9:46 PM
Not specific to Iceland but I found an actual message in a bottle.
Aging Greenland shark. Here’s where the Hákarl is made! Much better with Icelandic rye bread and some Brennnivín.
July 13, 2025 at 9:41 PM
Aging Greenland shark. Here’s where the Hákarl is made! Much better with Icelandic rye bread and some Brennnivín.
Little tough to see, but Puffins.
July 13, 2025 at 9:39 PM
Little tough to see, but Puffins.
The approach to the Rauðfeldsgjá Gorge. A place with a truly mystical feel. Home of the legendary half-giant Bárður.
July 13, 2025 at 9:35 PM
The approach to the Rauðfeldsgjá Gorge. A place with a truly mystical feel. Home of the legendary half-giant Bárður.
A family outing to a glacier!
July 13, 2025 at 9:30 PM
A family outing to a glacier!
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.
July 13, 2025 at 9:28 PM
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.
The most perfect fish I have ever eaten at Matarlist in Ólafsvík.
July 13, 2025 at 9:23 PM
The most perfect fish I have ever eaten at Matarlist in Ólafsvík.
A distant view of the Snæfellsjökull Glacier.
July 13, 2025 at 9:18 PM
A distant view of the Snæfellsjökull Glacier.
Doing a thread of some Iceland pics. If you have ever thought of going, DO IT. Just avoid anywhere that the cruise ships offer excursions. First, views of the southern Snæfellsnes Peninsula.
July 13, 2025 at 9:15 PM
Doing a thread of some Iceland pics. If you have ever thought of going, DO IT. Just avoid anywhere that the cruise ships offer excursions. First, views of the southern Snæfellsnes Peninsula.
The submarine vets have the best float in my town’s Memorial Day Parade.
May 26, 2025 at 2:55 PM
The submarine vets have the best float in my town’s Memorial Day Parade.
These mobile spammers have no idea who they're trying to scam.
May 14, 2025 at 4:19 PM
These mobile spammers have no idea who they're trying to scam.
Just an incredible disclosure in this 8-k. www.sec.gov/ix?doc=/Arch...
April 4, 2025 at 8:59 PM
Just an incredible disclosure in this 8-k. www.sec.gov/ix?doc=/Arch...
The basic search function for the SEC’s EDGAR database, the repository for all US securities filings, appears to be broken tonight. Here is what a search for Apple Inc. returns.
February 2, 2025 at 4:57 AM
The basic search function for the SEC’s EDGAR database, the repository for all US securities filings, appears to be broken tonight. Here is what a search for Apple Inc. returns.
Took our kids and two of their neighborhoods friends sledding. Sure beats watching the 10-year hammer my rate-sensitive holdings.
January 6, 2025 at 6:54 PM
Took our kids and two of their neighborhoods friends sledding. Sure beats watching the 10-year hammer my rate-sensitive holdings.
Limit. Orders! Doubly-important for OTC securities. $MCEM
January 6, 2025 at 5:41 PM
Limit. Orders! Doubly-important for OTC securities. $MCEM
"Vemanti Group Shifts Focus Back To FinTech, Cryptocurrencies, and Digital Assets" - When your business model is "getting whipsawed."
December 24, 2024 at 3:15 PM
"Vemanti Group Shifts Focus Back To FinTech, Cryptocurrencies, and Digital Assets" - When your business model is "getting whipsawed."