Sitemap - 2021 - Weighted Capital

Trade Alert: China Shineway

2021 Review: Selling

2021 Review: What's with the name?

2021 Review: Commodities

2021 Super #13 - China Shineway Pharmaceutical

Company Update: BM Technologies 3Q

Company Update: DXC Technology 2022 2Q

Company Update: Omni Bridgeway 2022 Q1 Investment Portfolio

And the takeover news is in...

Back to the Future...

Company Update: First Service Holding

2021 Quicktake #9: B2B2C in the Fintech space

Company Update: Yuexiu Transport

Improvement in Productivity and Process

Thoughts on Valuation

2021 Quicktake #8: Cannabis Industry

2021 Sustainable #12 - Deterra Royalties Ltd

More about "Forced" Scaled Economics Shared

Company Update: NetDragon 2021 2Q

Company Update: China Mobile 2021 2Q

Company Update: Pentamaster International 2021 2Q

2021 Week 33: Changes in the Newsletter:

Falsification

2021 2Q: Thoughts

2021 Quicktake #7: Yuexiu Transport

2021 Week 31

Company Update: Dairy Farm 2021 2Q

2021 Sustainable # 13: Prudential

2021 Week 30

2021 Quicktake #6: First Service Holding

Are education businesses in China un-investable?

2021 Week 29

2021 Quicktake #5: Cornerstone Capital Resources

2021 Week 28

Natural Resource Investing

2021 Quicktake #4: Organon and Co

2021 Week 27

2021 Quicktake #3: Kaspi.kz

2021 Week 26

2021 Week 26 Readings

Unknown unknowns in the economy...

Perceptual Error: Availability Bias

2021 Quicktake #2: Maker Dao

2021 Week 25

2021 Week 25 Readings

2021 Quicktake #1: Gentrack

2021 Special #12 - Rex International

2021 Week 24

2021 Week 24 Readings

The cost of discovery...

2021 Week 23

2021 Week 23 Readings

Investing through the lens of a balance sheet...

2021 Week 22

2021 Week 22 Readings

2021 Super #11 - Mo-Bruk

2021 Week 21

2021 Week 20

Portfolio Returns

Betting, Trading and Investing

2021 Special #10 - Singtel

"Forced" Scaled Economics Shared

2021 Week 19

Engineering Breakpoint

2021 Week 18

Concentrated Diversification

2021 Week 17

Arbitraging valuation across exchanges Part 2

2021 Week 16

Compounding with or without the Compounders...

2021 Week 15

2021 Special #9 - bluebird bio

2021 Week 14

Company Update: Dawnrays Pharmaceutical 20204Q

2021 Statistical #8 - AirAsia

20211Q

Company Update: NetDragon Websoft 20204Q

2020 Week 12

2021 Special #7 - Lennar Corp

Company Update: Warsaw Stock Exchange 20204Q

2021 Week 11

Trading Update: Singapore Banks

Company Update: Dairy Farm 20204Q

2021 Week 10

2021 Super #6 - Omni Bridgeway

Expectation Investing

"Buy on the news and never sell?"

Trading Update: Fairfax India

2021 Super #5 - Warsaw Stock Exchange

2021 Statistical #4 - Huanxi Media

Industry Update: Leisure will be back

2021 Special #3 - China Mobile

Portfolio Construction

Industry Update: NetDragon Websoft

Trading Update: DXC Technology

Trading Update: DXC Technology

2021 Super #2 - MyNews

News Update: Jupiter Mines

2021 Statistical: #1 Snack Empire

Franchise Model

What to do in 2021 and beyond?

Understanding the dining business

Trade Alert: FSL Trust

Danone SA

News Update: DXC

20204Q

Arbitrage across Stock Exchanges