Portfolio Update: December 2024
Welcome to my last portfolio update! Yes, you read that right! In the coming weeks, I’ll be announcing why I stop publicly sharing the details of...
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Carraro India Pre-IPO - Strategic Partnerships and Related Party Risks
Carraro India Limited is looking to raise about US$216m in its India IPO. In this note, we talk about the company’s historical performance.
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Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
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Portfolio Update: August 2024
Welcome back to the portfolio updates series! This month, I enjoyed a long vacation with my family, spending three weeks traveling through Italy...
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