Nov 6, 201910 minAlphabet (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....
Sep 27, 20196 minTiffany & 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...
Dec 27, 20186 minPet Food – Analysing the investment opportunityDeal 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...