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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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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How my way of tracking performance is different than most.
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Buffett has said something along the lines of “you don’t need to know the weight of a cow to know its fat.” This evaluation method can help the…
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How 3 of the best investors profit from market crashes
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Introduction As many investors can attest, risk does not even enter the mind during times of exuberance. If people took risk into their decision making…
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Lessons learned from the 2020-2021 bull market
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How psychology turns us into poor investors during market downturns
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XPEL is a name that I’ve been analyzing and thinking about in the past few weeks. I haven't found any analysis that answered a lot of the questions I…
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More nuggets I've learned from the GOAT Mohnish Pabrai. He continues to amaze me with the new ideas he gets and how he easily explains them. Kind of…
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Investing mistakes from my foray into Crypto 2017
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What were they, and how you can avoid them.