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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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The Thinking Investor
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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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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Portfolio Update 2 - 2023
How did the TTI portfolio do in Q22023? I cover what I bought, held and sold in 2022, I also dive into company weightings and my unique performance…
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The Thinking Investor
The 3 Laws Of Concentration
How To Take Advantage Of The Benefits Of A Concentrated Stock Portfolio
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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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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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