The Coffee Can Investor

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

Reviewing an old holding

Nov 1 • 

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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 • 

Coffee Can Investor

Borrowed Time, Borrowed Returns

What history reminds us when markets sprint too far ahead

Oct 18 • 

Coffee Can Investor

Performance Update (Q3' 2025)

Not every quarter is a headline — but every one adds a chapter

Oct 4 • 

Coffee Can Investor

Earnings Update: Facilities by ADF – H1 FY25

Margins Under Pressure, Strategy Intact

Oct 1 • 

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September 2025

Why I Am Exiting BAE Systems (LON:BA)

A Bear Case After a Stellar Run

Sep 27 • 

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Crocs: A Chequered Journey, A Cheap Backstop

Crocs, Inc.

Sep 20 • 

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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 • 

Coffee Can Investor

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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