Reveles Research, LLC

Allison Transmission

Transmitting value...

Nov 11 • Reveles

1

A Little Rebalancing, Maybe

The Trump ‘Credibility’ Panic

Nov 2 • Reveles

September 2025

The Dollar Smile

Hedging the euro

Sep 25 • Reveles

The Price That Owns You

How Crypto Turns Balance Sheets Fragile

Sep 17 • Reveles

1

Exiting $VLO

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

Sep 12 • Reveles

Cultivating Patience

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

Sep 8 • Reveles

1

August 2025

Reducing $VRLA

New developments

Aug 27 • Reveles

Verallia Update

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

Aug 3 • Reveles

1

July 2025

Hedging the Pound

And loading up on $GRG

Jul 3 • Reveles

2

May 2025

Aumann AG

Good Biz, Temporary Setback, Only 40% Above Liquidation Value

May 29 • Reveles

Exiting Vinci ($DG)

Vinci is a great, well-managed company.

May 8 • Reveles

Why Greggs Reminds Me of Zara

And Why That Makes Me Bullish

May 5 • Reveles

3

1