The first part of this article is an excerpt from our September special situations newsletter and the second part briefly touches upon five additional companies that I found interesting for further research.
Last year, I attended the conference in Dallas and eventually added Atlas Energy Solutions (AESI) and the Jefferies spinoff Vitesse Energy (VTS) to our model portfolio and my personal portfolio. Both companies went on to generate double-digit returns for the portfolio without taking into account their sizable dividends.