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Happy 2xDay FTSE Global All Cap Index Fund!
The first doubling since inception
Mar 10
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Coffee Can Investor
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Happy 2xDay FTSE Global All Cap Index Fund!
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Berkshire 2023 Review
Another solid year
Mar 2
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Coffee Can Investor
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Berkshire 2023 Review
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Summary Analysis: Iress (ASX:IRE)
Tough turnaround ahead
Feb 24
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Summary Analysis: Iress (ASX:IRE)
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Some thoughts on Meta
Great results, spectacular stock pop, and yet SBC angle is worrying
Feb 4
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Some thoughts on Meta
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Summary Analysis: BAE Systems
A safe bet on increased defence spending
Jan 20
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Summary Analysis: BAE Systems
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Summary Analysis: Sinopharm (HKG:1099)
Consistent compounder available at juicy prices
Nov 25, 2023
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Summary Analysis: Sinopharm (HKG:1099)
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Summary Analysis: Lenovo (HKG:0992)
Reasonably priced hardware manufacturer
Nov 18, 2023
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Summary Analysis: Lenovo (HKG:0992)
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Summary Analysis: Brickworks Ltd (ASX:BKW)
An interesting collection of Aussie assets under one roof, with margin of safety
Oct 21, 2023
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Summary Analysis: Brickworks Ltd (ASX:BKW)
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Summary Analysis: PetMed Express
A company with significant headwinds through competition
Sep 2, 2023
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Summary Analysis: PetMed Express
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Earnings Update: Challenger Financial
Things are improving; time to increase holdings
Aug 19, 2023
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Earnings Update: Challenger Financial
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Summary Analysis: Stella-Jones
Disciplined execution of a mundane business
Aug 12, 2023
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Summary Analysis: Stella-Jones
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Summary Analysis: Domino's from Australia
A reasonable company in drawdown due to high expectations
Jul 15, 2023
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Summary Analysis: Domino's from Australia
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