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Diary
October 14, 2021
Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount
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October 14, 2021
Neste: Renewable Diesel Player, With Reinvestment Opportunities
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October 14, 2021
British American Tobacco: Growing Leader at Double-Digit FCF Yield
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October 14, 2021
Westwing: Founder-Led, Well-Run Online Retailer of Home Furnishings
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October 14, 2021
Iberpapel: Competitively Advantaged, Vertically Integrated Paper Producer
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October 14, 2021
Georgia Capital: Well-Managed Investment Holding at Discount
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October 13, 2021
Econocom: Turnaround With Double-Digit FCF Yield and Insider Buying
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October 13, 2021
Hexagon Composites: Niche Leader in Low-Carbon Energy Transition
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October 12, 2021
Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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August 18, 2021
Learning From Jean-Marie Eveillard: Quotations and References
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May 4, 2021
Ep. 39: The Future of Berkshire Hathaway | Uncertainty and Risk
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April 27, 2021
Ep. 38: Emerging vs. Established Quality | Highest-Returning Stocks
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April 23, 2021
William Green on His Book, Richer, Wiser, Happier
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April 21, 2021
SingTel: Dominant Singapore Telco, With Business Portfolio Across Asia
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April 21, 2021
Ep. 37: Commonalities of All-Time Great Investments | Being Polarizing
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April 17, 2021
Florian Weidinger on Three Flavors of Ideas in Southeast Asia
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April 16, 2021
ipet: Fast-Growing Japanese Pet Insurer at Attractive Valuation
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April 15, 2021
Praj Industries: Technology and Capital Equipment Leader
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April 15, 2021
Kaveri Seed: Owner-Operated Company With Growth Opportunities
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