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The Evolution of Warren Buffett's Sell Criteria: What It Can Teach You About Investing Successfully
You don’t have to be married to the reasons you own, buy, or sell a stock. Warren Buffett’s sell criteria have evolved through the years. In his 1987…
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A Tiny Serial Acquirer With Some Intriguing Competitive Advantages: Teqnion
Teqnion has some very interesting moats that give it a competitive advantage against competition Any analyst looking to do good work in investing should…
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10
A Conservative Look Evolution AB's US & Asia Total Available Market
Any investor currently looking into Evolution AB (Evo), or who enjoys studying great businesses should learn about the company. It’s an incredible…
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A Tiny Serial Acquirer With Some Intriguing Competitive Advantages: Teqnion
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10
A Conservative Look Evolution AB's US & Asia Total Available Market
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7
My Investment Philosophy
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8
Portfolio Update 3 - 2022
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8
Teqnion Analysis Part I
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Topicus: Another Great Compounder Part II
In Part I of this analysis, we covered: Company introduction Destination analysis Debt Capital allocation If you haven’t read that release, I’d suggest…
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Topicus: Another Great Compounder In The Making
Introduction Topicus is the product of a spinoff of Total Specific Solutions (TSS) from Constellation Software in 2020. Topicus is something like…
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OTCM At A Glance
A wide moat business with high returns on invested capital, high insider ownership, great management, expanding margins and a long runway.
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Minimal Viable Competence - 7 Prompts To Ask Before Buying A Stock (To Remove Uncertainty And Boost Conviction)
Capturing as much upside on a stock as possible, requires your ability to stay invested while the story unfolds. Here's what you must know at a minimum…
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The Thinking Investor
10
Dealing With "Bad" Quarters: The Aritzia Edition
Examining how to deal with a business the market doesn't like through the lens of Aritzia's latest earnings report
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Sunday Investing Thread: The Wrong Sell Triggers
What are sell triggers that most of the market uses that cause errors? How have you changed your own sell triggers to make sure you don’t make c…
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3
3 Simple Tricks to Ensure Your Investments Grow Over Time
Today, I will discuss the importance of focusing on the intrinsic value of a business for maximal upside, with specific attention given to three easy to…
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The Thinking Investor
The Thinking Investor
Sharing important lessons on high quality businesses, investing frameworks, market psychology, and from my own journey of managing my own portfolio.
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