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4 Topics That Define My Investment Philosophy
Hi reader, One of the things any investor should do is read, and when I say read…I mean read a lot. I will not be the one who outlines the benefits of…
Mar 18
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4 Topics That Define My Investment Philosophy
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February 2024
Free Cash Flow and Bond Yields: Apples to Apples?
This article provides a framework to think about Free Cash Flow yields and Bond yields in the context of valuation
Feb 19
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Best Anchor Stocks
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Free Cash Flow and Bond Yields: Apples to Apples?
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Hermes' outstanding 2023 earnings
This article was first uploaded for Best Anchor Stocks subscribers. Best Anchor Stocks is an investment research service focused on high-quality…
Feb 13
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Best Anchor Stocks
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Hermes' outstanding 2023 earnings
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Learning to say "no"
Cement companies and their drawbacks
Feb 5
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Learning to say "no"
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January 2024
Two Attractive Industries That I Thought I Would Never Like
Before jumping right into this article, just a quick heads up. I wanted to let you know that I recently published the Best Anchor Stocks Annual Recap in…
Jan 18
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Best Anchor Stocks
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Two Attractive Industries That I Thought I Would Never Like
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Best Anchor Stocks 2023 Annual Recap
Brief market commentary, overview of the portfolio, performance, lessons learned...
Jan 12
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Best Anchor Stocks
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Best Anchor Stocks 2023 Annual Recap
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December 2023
Durability and Its Implications for Investors
Durability is a key topic for any investor. This article explains the concept, why it's important, and why it's a great characteristic to look out for.
Dec 26, 2023
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Durability and Its Implications for Investors
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Understanding the (true) luxury industry
Everything you need to know about an industry with great unit economics and durability.
Dec 11, 2023
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Understanding the (true) luxury industry
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October 2023
A Resilient Growth Industry, But Not Without Challenges
Definition, growth opportunities, competitive advantages, players, risks...
Oct 6, 2023
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Best Anchor Stocks
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A Resilient Growth Industry, But Not Without Challenges
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September 2023
Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning
Hi everyone! Welcome to another episode of the BAS podcast. Last week I had the pleasure of speaking with Todd Wenning, who used to work at Ensemble…
Sep 12, 2023
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Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning
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July 2023
All You Need To Know About Semiconductors
The most important industry in the world?
Jul 11, 2023
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All You Need To Know About Semiconductors
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June 2023
The Advantage Of The Individual Investor
There's a long-standing truth that individual investors can't beat professionals. In this article we explore the type of edges an investor can have and…
Jun 6, 2023
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32
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The Advantage Of The Individual Investor
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