Unorthodox Ideas From 13-F Season: Pinduoduo
Li Lu Sold Three Compounder Darlings to Double Down on This Stock
Compound with René
Value buyer and growth holder. Global equity research for ambitious investors who love businesses. Obsessed with quality & disciplined valuation. Process- & data-driven. No hype, just deep analytical work for the patient minority. 10y+ in equities.
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Half a Lost Decade Stocks
My adaptation of the “lost decade stocks” mental model, and why five flat years interest me far more than ten
Unorthodox Ideas From 13-F Season: Ashland
A hundred-year-old specialty chemical company with a for-sale sign on the lawn.
A Chat with Compounding Quality: Building a 1M+ Community & Aiming for $1/Minute Free Cash Flow
I recently hosted Pieter from Compounding Quality for an in-depth conversation covering his evolution as an investor, building a massive media presence, and managing a focused portfolio.
Deep Dive: Reddit ($RDDT) – Part 4
The Companion Slide Deck!
Deep Dive: Reddit ($RDDT) – Part 3
Valuation and More!
Deep Dive: Reddit ($RDDT) – Part 2
Understanding Reddit
Unlocking Japan: Deep Value, Activism, and the $300M Opportunity w/ Jamie Halse
In this episode, we sit down with Jamie Halse, Founder and Portfolio Manager at Senjin Capital, to dissect one of the most compelling and misunderstood corners of global equities: Japanese small-caps.
Slide Deck Preview: Amadeus IT Group
Every deep dive I publish now comes with a companion slide deck, and the one that came with my Amadeus write-up, which I attached below, should show what that looks like and the value it provides.
Deep Dive: Reddit ($RDDT) – Part 1
The internet's ground truth goes on sale!
3 Global Quality Companies
Fish where the fish are
Nintendo Q1: The Old Console Just Outgrew the New One!
Revenue fell, margins jumped, and the most useful number in the release had almost nothing to do with the Switch 2.