Courage & Conviction Investing on his 1st half performance (returns up 46%) and small cap alpha (2:00), how gains in RCM Technologies and TravelCenters of America exemplify investing strategy (7:50), why the macro picture is not worth following (34:00), commodity supercycles (42:40) and his top stock idea (51:40).

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Transcripts on Seeking Alpha

Show Notes:
First Half 2023 Performance (+46.5% Vs. +7.4%)
Advanced Emissions Solutions, Inc.: Why I've Tripled Down In The $1s
As Peter Lynch Said: 'If You Spend 13 Minutes A Year On Economics, You've Wasted 10 Minutes'
Commodity Supercycles And The Role Of Luck (One Year Later)
TravelCenters of America: It's Fun When It Works
Kirkland's: I'm Bullish (Again) For The First Time Since October 2020
CVR Partners, LP: My Best Current Commodity Idea