The Coffee Can Investor

The Optionality of Being Opportunistic

What I saw in Accenture after the market changed its mind

Aug 16 • Coffee Can Investor

8

July 2026

Q2 2026 Coffee Can Portfolio Update

Is This Benchmark Rally Different?

Jul 10 • Coffee Can Investor

8

2

1

June 2026

The Lenovo Saga: Riding the Cycle

The trade that worked exactly as it was supposed to

Jun 14 • Coffee Can Investor

2

CROX: Taking Profits on a Satisfying Win

The Boring Thesis That Returned 6x

Jun 2 • Coffee Can Investor

5

May 2026

Ryanair: Europe's Most Despised Compounder

Ryanair isn't trying to win friends. It's winning market share - and that's exactly the point.

May 31 • Coffee Can Investor

10

1

The Seasonality of Investing

Why good opportunities - like good mangoes - rarely last forever

May 28 • Coffee Can Investor

5

April 2026

Q1 2026 Coffee Can Portfolio Update

Switching Off

Apr 18 • Coffee Can Investor

21

1

February 2026

Navigating Style Drift

The high cost of learning new tricks in pessimistic situations

Feb 15 • Coffee Can Investor

2

The Turtle vs. The Golden Hare

The Maths of Being Frugal

Feb 7 • Coffee Can Investor

9

2

January 2026

Microsoft 1999 and the AI Moment

Why history warns us about paying any price for the future

Jan 17 • Coffee Can Investor

8

1

2025 - A Boring Year for Indian Equities

And why that's the opportunity

Jan 10 • Coffee Can Investor

15

2

Performance Update (Q4' 2025)

When Markets Test Patience More Than Conviction

Jan 2 • Coffee Can Investor

5