Punch Card & Coffee Can Investing: How Individuals can beat professional investors by trading less

Individual investors can instead use the punch card and coffee can approach as their edge over professional managers as they focus on...

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Jul 29
1 min

Investment Book Review: The Little Book of Value Investing by Christopher Browne

Summary of the key lessons from the book 'The Little Book of Value Investing' by Christopher Browne

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Jul 25
3 min

Jio – Building India’s Internet Firewall

The scramble to invest in Jio showcases the on-going shift of technology dominance away from Silicon Valley and towards India and China.

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Jul 22
1 min

Quick Reads: Successful Investor Traits

Inspiration: Mark Sellers (Sellers Capital) – Speech to Harvard MBA graduates

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Jul 21
4 min

Finding investment opportunities in a crisis

Price dislocations that occur during times of market crisis often create some of the best investment opportunities for value investors

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Nov 6, 2019
10 min

Alphabet (Google) – Investment Thesis (6 Nov 2019)

“In investing, what is comfortable is rarely profitable.” Robert Arnott. Alphabet's business consists ~85% comfort and ~15% innovation. A...

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Sep 27, 2019
6 min

Tiffany & Co. – Investment Thesis (27 Sept 2019)

I’d like to own either Hershey’s or Tiffany’s if it’s the right price, wouldn’t you? It’s just a question of price. Of course they are go...

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Dec 27, 2018
6 min

Pet Food – Analysing the investment opportunity

Deal activity at an all-time high: There have been more than 44 M&A deals in 2018 so far, with multiples reaching north of 25x EBITDA Sig...

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