Polymath Investor

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A $173M Microcap Sitting on $225M Cash and $2.8B in Federal NOLs
Heads you win, tails you break even: how a tiny team controls $2.8 billion in tax shields—and why this could be a classic special situation
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Polymath Investor
Unburdened: In Praise Of No Debt
The strategic case for net cash: Ensuring resilience in an unpredictable world
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Polymath Investor
12
Why Failed Companies’ Hidden Tax Assets Might Be Your Most Profitable Investment Yet in 2025
Turning tax losses into attractive investment setups: a guide to understanding and profiting from NOL-rich companies
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Polymath Investor
[Deep Dive] A De-Risked Nuclear Renaissance Play Positioned for Strategic Takeover
Risk-reward analysis supports an attractive, asymmetric return profile, creating multiple paths to realize shareholder value
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Polymath Investor
2

March 2025

Building an Investment Knowledge Network: Cognitive Science Tactics for Long-Term Podcast Learning
A step-by-step guide to curating, capturing, and connecting ideas from podcasts: A workflow for investors
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Polymath Investor
4
The "Why" Question: Rebuilding Investment Theses from the Ground Up
Uncover true investment value by stripping away assumptions and building your analysis from fundamental truths
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Polymath Investor
6
Second-Order Effects of Tariffs: Navigating Investments in a Fragmented Global Economy
How to assess company mitigation plans for navigating current and future trade turbulence and tariff-proof your portfolio
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Polymath Investor
Bounded Rationality: Recognizing the Limits of Decision-Making in Investing
Why perfect decisions are a fool's game (and how to win anyway)
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Polymath Investor
3

February 2025

Unearthing Real Estate Gems: Four Recent Examples of Unlocking Hidden Value in Public Companies’ Balance Sheets
From locked assets to cash windfalls: how property plays boost financials and stock prices
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Polymath Investor
2
How This Investor Turned an Overlooked Spin-off into a 100% Return
A case study on how to profit from forced selling and structural inefficiencies
 • 
Polymath Investor
, 
Kristopher Rymer
, and 
Safe Harbor Stocks
3
How This Micro-Cap Stock Soared 37x in 2024 And A Long-Term Investor’s Playbook for the Earnings Season
Overreactions, underreactions, and long-term opportunities
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Polymath Investor
2
Stealth Monopolies: I Looked For Hidden Giants Dominating Niche Markets And This Is What I Found
Identifying under-the-radar companies with monopoly-like dominance in niche markets
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Polymath Investor
18
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