Long-only | Concentrated | Small-Cap Value.
Fort Worth, Texas
Joined November 2022
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Atai Capital's Q2-2026 letter is now available.
Readers can join our distribution list via our website.
Names Mentioned - $TRI.L
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Atai Capital's updated fund presentation through Q2-2026 is now available here: static1.squarespace.com/stat…
Atai Capital's updated fund presentation through Q1-2026 is now available here: static1.squarespace.com/stat…
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$ALOT Being acquired for $29/share.
Quite a long and frustrating journey to get here, but luckily a very positive outcome.
businesswire.com/news/home/2…
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The activist on this name @AskeladdenTX deserves a ton of credit here for this outcome.
Atai Capital's updated fund presentation through Q4-2025 is now available here: static1.squarespace.com/stat…
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Atai Capital's Q4-2025 letter is now available.
ataicap.com/letters
Readers can join our distribution list via our website. Names Mentioned - $BELFA $BKTI $KITW.L #KITW
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I first profiled the idea in our Q3-2024 Letter and had received no emails on the name from other investors (out of the norm) - been involved since July of 2024.
Tbf, they definitely needed to prove themselves, and things took a bit longer than expected, but slowly then all at once as they say! $HAI $HAI.TO
Keep hearing about how "efficent market are", yet $HAI.TO, a durable double digit grower, was very recently trading at <5x mature margins look through earnings...make it make sense!
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Not sure why they are bailing this guy out - pretty gross / insane transaction all around.
This is an insane transaction. Insane. I thought the US had laws against greenmail these days. Why didn’t they do a Dutch tender at that kind of price and give all shareholders the similar windfall?
Paying 60% above market is massively disadvantaging any other shareholders.
Disclosure - no position.
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Samir is a phenomenal writer, incredibly intelligent, and a great investor.
Definitely worth subscribing to - also he's a good friend of mine, so give him a follow!
By popular request, Poor Ash's Almanack is BACK and better than ever! Featuring:
- 2 new mental models
- AI angles for the whole latticework
- fresh books / examples
- a podcast!
Check it out and comment below with your best book recommendation!
askeladdencapital.com/poor-a…
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It’s difficult to imagine shareholders reading this interaction and believing that AstroNova's board is operating with integrity and prioritizing shareholder interests - $ALOT
Over time, it has become increasingly apparent, in our opinion, that AstroNova's board prioritizes protecting personal relationships (and their undeserving six-figure paychecks) over the interests of shareholders.
As a long-time shareholder, I am appalled by this exchange and the company's disingenuous responses.
$ALOT - Great deck out from the AstroNova activist - shareholder should give it a read!
Every public board and management team should be held responsible for their mistakes and not continually be allowed to dodge accountability, as AstroNova has.
Is this some sort of joke from AstroNova? How tone-deaf can they be? They wrote down MTEX by 70% just a few months ago, which also led to a covenant breach, and they STILL have the gall to put this in their Q1 deck?
The incumbents deserve to get decimated next month, and the board should be ashamed - $ALOT $ALNT
Every AstroNova shareholder and employee should read this press release and come to their own conclusions about the current board and management - $ALOT
accessnewswire.com/newsroom/…
