Articles

Oct 212 min read

Think you know capital? Think again.

Government influence, market manipulation, and dominant business models can affect capital management strategies.

Oct 74 min read

Price-to-revenue? Yawn. Here's evaluating high-quality companies beyond the basics

Shift your focus to uncovering high-quality companies with predictable revenue, network effects, high margins, and sustainable growth.

Sep 233 min read

Labor unions: Balancing worker rights and corporate profits

Unions can increase labour costs but also reduce turnover and boost profitability. Learn how it affects us as investors.

Sep 93 min read

Don't just hold, get paid with Covered Call ETFs. But beware of the missed upsides.

Consider covered call ETFs for a steady income with managed risks. Assess their benefits, drawbacks, and the impact of market volatility.

Sep 23 min read

Debt drama: A guide to the debt-to-EBITDA ratio

Is a low debt-to-EBITDA ratio always good for investors? Learn the ideal ratio and recognize when it indicates missed growth opportunities.

Aug 263 min read

The myth of perfection: Mohnish Pabrai's timeless investing lessons

Identify undervalued companies, understand the role of leadership in business growth, and embrace imperfection in investing.

Aug 2611 min read

Diageo plc Fundamental Analysis

A deep dive into Diageo plc, a consumer defensive company.

Aug 53 min read

Investing with Chris Mayer: Dirty hands, big returns.

Tired of chasing hot stocks? Learn how Chris Mayer builds lasting fortunes in unfashionable sectors and questions accounting earnings.

Jul 303 min read

Lifetime Value Model: The overrated metric that could sink your business

Avoid the pitfalls of LTV obsession and build a sustainable business.