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Tariff Special: Harley Davidson (NYSE:HOG)
Tariffs, Buybacks, and a Potential Value Play
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Coffee Can Investor
The Story of the Stock Markets This Week—Told in Three Tales
From Datadog's pricing squeeze to AppLovin's rocket ride and Trade Desk's brutal reality check
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Coffee Can Investor
2
From Spreadsheets to Dataframes: Fixing Portfolio Analysis
My journey from clunky Google Sheets to pandas-powered clarity in managing CCP's underperformance
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Coffee Can Investor
Summary Analysis: Whirlpool (NYSE:WHR)
A struggling turnaround story
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Coffee Can Investor
Summary Analysis: Agnico Eagle Mines (TSE:AEM)
A well run gold miner
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Coffee Can Investor
Happy 2xDay FTSE Global All Cap Index Fund!
The first doubling since inception
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Coffee Can Investor
Berkshire 2023 Review
Another solid year
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Coffee Can Investor
Summary Analysis: Iress (ASX:IRE)
Tough turnaround ahead
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Coffee Can Investor
Some thoughts on Meta
Great results, spectacular stock pop, and yet SBC angle is worrying
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Coffee Can Investor
Summary Analysis: BAE Systems
A safe bet on increased defence spending
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Coffee Can Investor
Summary Analysis: Sinopharm (HKG:1099)
Consistent compounder available at juicy prices
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Coffee Can Investor
Summary Analysis: Lenovo (HKG:0992)
Reasonably priced hardware manufacturer
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Coffee Can Investor
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