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Teqnion has some very interesting moats that give it a competitive advantage against competition Any analyst looking to do good work in investing should…
The Thinking Investor
10
Learn about this company with an introduction to the business, a look at their debt situation, and a look at their incredible management team.
The Thinking Investor
10
Any investor currently looking into Evolution AB (Evo), or who enjoys studying great businesses should learn about the company. It’s an incredible…
The Thinking Investor
7
A serial acquirer at the top of its game.
The Thinking Investor
7
If tiny, illiquid microcap businesses with great economics, a long runway for growth, high insider ownership, high ROIC interest you, then come check…
8
Discussing How I Use Destination Analysis To Create My Alibaba Playbook
The Thinking Investor
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A low-cap supply chain tech business with great economics and a solid TAM.
The Thinking Investor
2
Discover the Strategies and Trends Behind the Most Successful Investments of the Past Decade
The Thinking Investor
5
An in-depth look at its business, debt, and management acumen
The Thinking Investor
5
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…
The Thinking Investor
7
The 3rd quarter of 2022 is in the books and now it’s time to look at some of the interesting things I’ve done with my portfolio since my last update. As…
The Thinking Investor
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The investing framework I use to earn >15% returns while minimizing risk by investing in high quality multi-baggers.
The Thinking Investor
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