The Coffee Can Investor

Microsoft 1999 and the AI Moment

Why history warns us about paying any price for the future

Jan 17 • Coffee Can Investor

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2025 - A Boring Year for Indian Equities

And why that's the opportunity

Jan 10 • Coffee Can Investor

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Performance Update (Q4' 2025)

When Markets Test Patience More Than Conviction

Jan 2 • Coffee Can Investor

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December 2025

Harvesting Volatility - part III

Returns Are Optional. Patience Is Not.

Dec 26, 2025 • Coffee Can Investor

Harvesting Volatility - part II

Volatility Is Free. Taxes Are Not.

Dec 21, 2025 • Coffee Can Investor

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Harvesting Volatility

A data-driven look at profiting from volatility using plain-vanilla ETFs

Dec 14, 2025 • Coffee Can Investor

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Rethinking the Pension Default

A simple global tracker often beats the elaborate portfolio you never asked for

Dec 7, 2025 • Coffee Can Investor

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November 2025

Riding the Gold Wave in 2025

The rally, the risks and the art of exiting a winning trade

Nov 15, 2025 • Coffee Can Investor

Reviewing Lenovo (HKG:0992)

Steady Progress Beyond PCs

Nov 9, 2025 • Coffee Can Investor

Harley-Davidson (NYSE:HOG) Q3 Review

Between Legacy Trouble and Financial Engineering

Nov 6, 2025 • Coffee Can Investor

Summary Analysis: Alibaba (HKG:9988 / NYSE:BABA)

Reviewing an old holding

Nov 1, 2025 • Coffee Can Investor

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October 2025

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, 2025 • Coffee Can Investor