Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All managers

Amit Wadhwaney

Moerus Capital Management

Deep value worldwide, often in emerging markets and out-of-favor industries.

Best for Deep value investors open to emerging and frontier markets.

Why I read Amit

Amit spent decades at Third Avenue and still hunts where the discounts are widest, often in markets most US funds won't touch.

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