Roy Sebag Public Writings

Since 2004, I have at times published private or public essays. The majority are investment related and for the most part related to a specific investment thesis on a single-name idea. Over time, my writing expanded into global-macroeconomic analysis and natural resources. In the future, I will begin to share some of my writings on philosophy and economic theory in collaboration with others.  I have also started publishing on Medium where you can read my latest thoughts and musings.

1. Reality Approaching - Investment Partnership Letter - 2007

2. The Great Delevering - Investment Partnership Letter - 2008

3. TravelCenters Long Investment Thesis - 2008

4. Dollar Thrifty Group Long Investment Thesis - 2008

5. Crocs Long Investment Thesis- 2008

6. ExpressJet Long Investment Thesis - 2009

7. The Natural Resources Investor - Investor Partnership Letter - 2010

8. Bank of America Long Investment Thesis -2011

9. Porsche Holdings Long Investment Thesis - 2011

10. Natural Resource Holdings - Investor Letter - 2011

11.  Global Gold Mine & Deposit Ranking - 2012

12. Respectfully Disagreeing with Buffett's Recent Views on Gold - 2012

13. Fannie Mae and Freddie Mac Long Investment Thesis - 2012

14. Global Gold Mine & Deposit Ranking - 2013

15. Why Gold? The Science and Physics Underlying Gold - 2014

16. Buffett's Math Trumped By Gold - 2015

17. Gold's Natural Monetary Properties - 2016

18. Goldmoney Investor Letter - 2016.

19. Newish - The Myth of Temporal Exceptionalism - 2016

20. The Gold Jewelry Standard — A Continuous System from Ancient Times to Present Day - 2017

21. The Natural Order of Money and Why Abstract Currencies Fail - 2017