Reveles Research, LLC

2025 Performance Review

It’s been two years since we started Reveles.

Mar 27 • Reveles

1

Open Claw and the Skill of Tomorrow

Change is the only constant, so why not constantly change?

Mar 11 • Reveles

3

December 2025

The Perils of Palantir

Investor Michael Burry, best known for predicting the subprime mortgage collapse depicted in The Big Short, recently gave a rare interview in which he…

Dec 28, 2025 • Reveles

1

November 2025

Allison Transmission

Transmitting value...

Nov 11, 2025 • Reveles

2

A Little Rebalancing, Maybe

The Trump ‘Credibility’ Panic

Nov 2, 2025 • Reveles

1

September 2025

The Dollar Smile

Hedging the euro

Sep 25, 2025 • Reveles

The Price That Owns You

How Crypto Turns Balance Sheets Fragile

Sep 17, 2025 • Reveles

1

Exiting $VLO

We first covered Valero in early 2024 and bought shares at an average of $120.

Sep 12, 2025 • Reveles

Cultivating Patience

Over the years, people have often asked Buffett what sets him apart from the typical investor.

Sep 8, 2025 • Reveles

3

August 2025

Reducing $VRLA

New developments

Aug 27, 2025 • Reveles

1

Verallia Update

Lower gas costs will drive higher-than-expected earnings growth

Aug 3, 2025 • Reveles

1

July 2025

Hedging the Pound

And loading up on $GRG

Jul 3, 2025 • Reveles

2