Askeladden 2Q18 Commentary Up 30%+ YTD- Poor Ash’s Almanack: A Learning Journey

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Askeladden Capital commentary for the second quarter ended June 30, 2018; tiled,”Poor Ash’s Almanack: A Learning Journey.” Email ACP is now up over 30% year to date and I continue to be excited about the prospects for our portfolio. I’m also excited to finally announce Poor Ash’s Almanack, a website with ~half a million words of content that is the best free mental models resource on the internet by a wide margin.  I’ve been working on it in one manner or another since the launch of ACM, and work accelerated through Q1 and Q2. The letter discusses the rationale behind…

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