Cluseau Research

Buying the Buyback

Using Insider Alignment and Shareholder Friendly Capital Allocation to Separate Value Traps from Value Trades

Sep 3 • Cluseau Research

66

2

July 2026

Sit Back, Relax, and the Enjoy the Dividends

Taking Advantage of the PFF Rebalance With Three 7% Preferreds

Jul 16 • Cluseau Research

62

1

June 2026

June 2026 Portfolio Review

Here's What I've Been Buying and Selling

Jun 12 • Cluseau Research

66

1

Too Many Cooks Spoil The Pot

A Special Situation Setup

Jun 3 • Cluseau Research

31

1

May 2026

Go Stub Yourself

Special Situations in Vistance Networks, Green Dot, and a Value Setup in OSB Group

May 26 • Cluseau Research

68

6

Boring Is Beautiful

Q1 Updates on Three Asian Value Setups

May 11 • Cluseau Research

56

1

April 2026

Opening the Gates

IBKR Adds Korea - Hynix at a 45% Discount, a Bank at Half Book, and a Valve Maker Flush With Cash

Apr 29 • Cluseau Research

87

7

April 2026 Portfolio Review

Hunting Global Value - Japanese Healthcare, European Logistics, and a Capital-Light Net-Net - Here's What I've Been Buying

Apr 17 • Cluseau Research

101

4

March 2026

Global Dental Labs and US Malls

Updates on Two High Conviction Trades: Modern Dental Group and CBL Properties

Mar 16 • Cluseau Research

47

2

March 2026 Trade Review

Trade Recap - Here's What I've Been Buying and Selling

Mar 9 • Cluseau Research

82

2

Kazakhstan, Japan, and Trimming a Winner

A 9% Yield for a "Growth" Name, Using Share Repurchase Reports to Time "Dip Buys", and Trimming a Winner

Mar 2 • Cluseau Research

55

2

February 2026

Earnings Updates and A Software Shot in the Dark

Value in the Wreckage?

Feb 20 • Cluseau Research

56

1