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Askeladden 2Q18 Commentary Up 30%+ YTD- Poor Ash’s Almanack: A Learning Journey

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Askeladden Capital commentary for the second quarter ended June 30, 2018; tiled,"Poor Ash's Almanack: A Learning Journey."

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ACP is now up over 30% year to date and I continue to be excited about the prospects for our portfolio.
I'm also excited to finally announce Poor Ash's Almanack, a website with ~half a million words of content that is the best free mental models resource on the internet by a wide margin.  I've been working on it in one manner or another since the launch of ACM, and work accelerated through Q1 and Q2.
The letter discusses the rationale behind taking the time to build such a resource; in short, I'm following the playbook that...

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