The Coffee Can Investor

The Coffee Can Investor

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Skin in the Game
Employee stock options & Asymmetric bets
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Coffee Can Investor
Buying in the Lull: Thoughts on Harley, Lenovo, and Stellantis
Good businesses worth watching
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Coffee Can Investor
1
Money, Life, and Staying the Course
A practical framework for financial peace—without chasing fads
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Coffee Can Investor
Real returns is all we need to stay the course
With market throwing tantrums, fell blessed with what you get
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Coffee Can Investor
Tariff Tantrums and Market Whiplash
10 Observations on Volatility, Momentum, and Staying the Course
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Coffee Can Investor
Tariff Special: Harley Davidson (NYSE:HOG)
Tariffs, Buybacks, and a Potential Value Play
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Coffee Can Investor

March 2025

Is leaving the UK for lower taxes worth it?
Finding long-term value beyond tax rates
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Coffee Can Investor
2
The UK’s Tax and Welfare Balancing Act
How Rising Dependency Ratios Are Reshaping Tax and Welfare Systems
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Coffee Can Investor
1
Earnings Season Reflections: Stella-Jones, Bunzl & BAE Systems
Analyzing the latest earnings reports of three key stocks in my portfolio
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Coffee Can Investor
The Elusive Art of Shorting: Why It’s Hard to Win Big on the Downside
Exploring why puts are expensive, IV skews against shorts, and finding asymmetric payoffs remains a challenge.
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Coffee Can Investor
Refining the Coffee Can Portfolio: More Conviction, Less Noise
Exiting Australia, Doubling Down on China, and Strengthening the Core
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Coffee Can Investor

February 2025

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