The Coffee Can Investor

Reflections on Compounding, Complexity, and Clarity

Thoughts on Buffett at 95, political irony in Westminster, and cleaner investing.

Sep 6 • 

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August 2025

The Trade Desk: A Potential Opportunity

I’m writing about The Trade Desk (NASDAQ: TTD), which might present an interesting opportunity.

Aug 26 • 

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Simple Goals, Big Outcomes

Lessons from a pandemic-era financial plan and the road ahead to financial independence at 50

Aug 12 • 

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Earnings Check-In: Stella-Jones Steadies On, Harley-Davidson Hits a Bump

A tale of two capital allocators - one compounding quietly, the other navigating a messy transition.

Aug 9 • 

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July 2025

UK Pensions: Fix the Cliffs, Fund the Future

Keeps it practical and solution-oriented, with broad appeal.

Jul 22 • 

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Kite Flying Season - in Delhi and in Whitehall

It’s kite flying season in Delhi.

Jul 12 • 

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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.

Jul 9 • 

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Summary Analysis: Facilities by ADF (LON:ADF)

A Call Option on the UK’s Film Production Revival

Jul 5 • 

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June 2025

Fiscal Theatre: Now Playing in Westminster

All the drama, none of the budget impact

Jun 14 • 

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JISA: Just Incredibly Sensible Actually

The UK’s Unsung Hero for Future-Proofing Your Child’s Finances

Jun 7 • 

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May 2025

Rotating Out: Closing the VEU trade

Some profit booking; Retrospective on some profitable posts

May 24 • 

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Walgreens goes private, Kohli bows out, and small-cap scams stay evergreen

Permanent Losses (and Other Uncomfortable Truths)

May 17 • 

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