Sunday Investment Thread: What company are you researching?What business are you researching this weekend? What kind of upside are you seeing and would you recommend it as a set-it-and-forget-it? Or is i…
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Learn about this company with an introduction to the business, a look at their debt situation, and a look at their incredible management team.
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Sunday Investment Thread: Largest HoldingWhat is your largest holding? What is its weighting? How far are you willing to let that weighting go?
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The investing framework I use to earn >15% returns while minimizing risk by investing in high quality multi-baggers.
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Sunday Investment Thread: MistakesWhat mistakes have you made with your portfolio this year? I love harping on my own mistakes because Charlie Munger once said: "I like people ad…
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This is the first instalment of my "At A Glance" series of company analysis. PAX Global is a small cap company in a rapidly growing industry with…
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Sunday Investment Thread: Top 5 PositionsHappy Sunday fellow Thinking Investors! Today I wanted to discuss what are your top 5 portfolio positions? How much of your portfolio is concent…
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If you want to find companies to hold for decades, you'll need a management team that can support the business. Let's go over specifically how you can…
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The Thinking Investor

Sharing important lessons on high quality businesses, investing frameworks, market psychology, and from my own journey of managing my own portfolio.

The Thinking Investor