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Summary Analysis: Alibaba (HKG:9988 / NYSE:BABA)
Reviewing an old holding
Nov 1
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Coffee Can Investor
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Novo Nordisk: A Scandinavian Giant Balancing Growth, Innovation, and Maturity
Few companies have managed to blend innovation, consistency, and scale as effectively as Novo Nordisk. Founded over a century ago, this Danish…
Oct 25
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Coffee Can Investor
Borrowed Time, Borrowed Returns
What history reminds us when markets sprint too far ahead
Oct 18
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Coffee Can Investor
Performance Update (Q3' 2025)
Not every quarter is a headline — but every one adds a chapter
Oct 4
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Coffee Can Investor
Earnings Update: Facilities by ADF – H1 FY25
Margins Under Pressure, Strategy Intact
Oct 1
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Coffee Can Investor
1
Why I Am Exiting BAE Systems (LON:BA)
A Bear Case After a Stellar Run
Sep 27
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Coffee Can Investor
1
Crocs: A Chequered Journey, A Cheap Backstop
Crocs, Inc.
Sep 20
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Coffee Can Investor
3
2
Reflections on Compounding, Complexity, and Clarity
Thoughts on Buffett at 95, political irony in Westminster, and cleaner investing.
Sep 6
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Coffee Can Investor
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The Coffee Can Investor
I am a coffee can investor. I have devised a portfolio that I intend to hold over long periods of time. I am sharing my thoughts as I go on this journey, inviting you to join me.
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