Value Investing in my Circle of Competence, Hurdle Rate

Hurdle Rate

Value Investing in my Circle of Competence

The name “Hurdle rate” was inspired by none other than Mark Leonard of Constellation Software, and their prolific use of a fixed hurdle (discount) rate for their investments. Had you invested into Constellation Software at the time of their IPO as an Australian Investor you would of seen your investment multiply by >100x or (>35% CAGR), an enviable record (Updated March 2023).

Equity Bottom-Up

COG Financial Services / Equity Bottom-Up

<ul><li>Following on from my decision to pass on Euroz another company I looked further into was COG Financial Services.</li><li>Unitholders may be well familiar with this already as the second bidder for Diverger, and substantial shareholder of Centrepoint Alliance (Given I invested in both this says something about their capital allocation).</li><li>COG is another financial services business operating predominately in the space of asset finance brokering and lending. </li></ul>

Following on from my decision to pass on Euroz another company I looked further into was COG Financial Services.Unitholders may be well familiar with this already as the second bidder for Diverger, and substantial shareholder of Centrepoint Alliance (Given I invested in both this says something about their capital allocation).COG is another financial services business operating predominately in the space of asset finance brokering and lending. 

Australia

COG Financial Services Limited operates as an investment holding company. The Company invests in finance and leasing companies. COG Financial Services serves customers in Australia.

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COG Financial Services (COG AU)

COG Financial Services (ASX:COG)

Unitholders may be well familiar with this already as the second bidder for Diverger, and substantial shareholder of Centrepoint Alliance

Hurdle Rate

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