The safest and most potentially profitable thing is to buy something when no one likes it.

Howard Marks


Please read the disclaimer before you continue reading.

RW-10-26: Diranko Capital Letter to Account Holders Q3 2026

RW-10-26: Diranko Capital Letter to Account Holders Q3 2026

Welcome to Random Walks Down David’s Mind!

September marked the completion of Q3 2026 for Diranko Capital’s Opportunistic Deep Value strategy I advise.

You can find a downloadable PDF of my Q3 letter, available on our website:

https://www.diranko-capital.com/letters

Have a great November!

#InvestContrarian

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