Chadd Garcia

Enjoyed talking WaterBridge with Andrew. $wbi

The Order of Malta mourns the passing of Chadi Ammar, a young staff member of the Order of Malta in Lebanon killed in an airstrike. The Grand Master expresses his deepest condolences: "He was part of our family". orderofmalta.int/news/lebanon-o…

In honor of rivalry week….

@BillBrewsterTBB I’m glad the trip worked out and thanks for the shout out.

I dropped a pretty solid pod today. Frfr.

Friends, below is a link to my Q3 25 Fund Letter for $aveax. Some holdings discussed are: $wbi, $lb, $tpl, $ses.to, $tic, and $bam. avemariafunds.com/content/fund-c…

the @_inpractise expert interview/research service/research library seems to be inflecting in volume and relevance with continued high quality. A bunch of MIT's investment managers use them to do calls and learn about interesting companies - and interestingly that includes both established managers with 10-20 years of track record and $1 billion+ of AUM as well as new emerging managers launched in the last few years with single or double digit million AUM. Inpractise like working with emerging managers and have call and library packages that can fit emerging manager budgets, but they can also be a core research tool for a large fund as well. The quality of the network seems to be as high quality as the product - which makes sense as quality seeks out quality. On a personal level I have benefited a lot from the library for learning about companies, have done some calls myself, and have enjoyed getting to know the inPractise team and some of the managers they work with.

Nice to listen to my friend James discussing WaterBridge.

Good episode of the Business Brew featuring two friends. Excellent primer on the produced water industry and its parallels to municipal and industrial waste.

@CliffordAsness We need some anticommunist champions, similar to what we had with Fulton Sheen, Reagan, and Thatcher.

Can we survive such idiocy?

Proud of my daughter for earning her Girl Scout Bronze Award by educating the Naples community about wolves, and building a garden at the Shy Wolf Sanctuary. She also produced the below video on the process. youtu.be/cMDygOvDHgA?fe…

Great episode…sending it to my nephew who is just getting into investing.

Had a great time talking about $che with Zack at Business Breakdowns.

@bizbreakdowns @zbfuss Enjoyed being on the podcast. Thanks for having me on.

How does hospice care fit with plumbing giant, Roto-Rooter? Today we break down Chemed $CHE @swflwildcat joined @zbfuss to cover the marriage between "old houses and old people", nuances of each business, and why this combination maximizes shareholder value. Enjoy!

The latest episode of @Pfdshares is a discussion with our friend @SWFLWildcats about Texas Pacific Land Corporation $TPL. Fascinating history and story that Chadd tells very well. preferredsharespodcast.com/p/texas-pacifi…

@ToddWenning @UDaytonSBA Thank you for hosting me. It was a pleasure to speak with the students at @UDaytonSBA. You have a great program with fine students. I am excited to see how their careers progress.

Many thanks to @SWFLWildcats for flying up to Cincinnati from Naples, Florida (wrong direction this time of year!) to spend the day at @UDaytonSBA to meet with students and staff and share his experiences and insights. The ability to connect with people like Chadd on this platform is a real privilege.

Happy to have been on the Business Breakdown podcast discussing $apg with @zbfuss and @Adam_Wyden.

Podcast #277 is up! Chadd Garcia discusses $SES.TO and why he thinks the market is wrong to lump them in as a pure energy services play. yetanothervalueblog.com/p/ave-maria-fo…

In this clip from podcast #277, @SWFLWildcats discusses what he thinks the market is missing about $SES.TO

Friends: My fourth quarter '23 letter for the Ave Maria Focused Fund ($AVEAX) was just released. Enjoy. avemariafunds.com/pdfs/fund-comm…