The Coffee Can Investor

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UK Pensions: Fix the Cliffs, Fund the Future
Keeps it practical and solution-oriented, with broad appeal.
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Coffee Can Investor
Kite Flying Season - in Delhi and in Whitehall
It’s kite flying season in Delhi.
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Coffee Can Investor
Holding Steady: A Mid-Year Look at the Portfolio
A new stock joins the mix, but the focus remains on long-term, low-churn investing.
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Coffee Can Investor
2
Summary Analysis: Facilities by ADF (LON:ADF)
A Call Option on the UK’s Film Production Revival
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Coffee Can Investor

June 2025

May 2025

Rotating Out: Closing the VEU trade
Some profit booking; Retrospective on some profitable posts
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Coffee Can Investor
Walgreens goes private, Kohli bows out, and small-cap scams stay evergreen
Permanent Losses (and Other Uncomfortable Truths)
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Coffee Can Investor
Updates on Harley and the Portfolio
Capital Allocation and Concentrated Bets
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Coffee Can Investor
NYSE:BRK.B: Passing the Baton, Holding the Line
Reflections on Berkshire Hathaway’s 2025 Annual Meeting
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Coffee Can Investor
1
What Just Happened? April’s Markets in Rewind
A 30-day rollercoaster brought us full circle. But should we treat it as a return to normal — or a warning shot?
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Coffee Can Investor

April 2025

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