Portfolio Update: June 2024
There were no changes to the portfolio in June. The two major news among my holdings come from Norbit and Lindbergh. Norbit acquired Innomar...
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Solid State: Compounding Shareholder Capital in Industries with High Regulatory Barriers to Entry
Solid State (SOLI) is a British electronics manufacturer and distributor specializing in mission-critical components and systems for industries...
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Portfolio Update: May 2024
Welcome back to the portfolio updates series! I recently read Michael J. Mauboussin’s book, More Than You Know, which is full of practical...
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Indian Energy Exchange: Do You Want to Earn a Royalty on India’s Economic Growth?
As one of the fastest-growing economies globally, India is projected to become the third-largest economy, trailing only China and the US, by...
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Portfolio Update: April 2024
I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality...
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