The Coffee Can Investor

The Coffee Can Investor

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valuation

Cheap Looking Chinese Equities
Opportunity or a Trap?
Dec 16, 2023 • 
Coffee Can Investor
Performance & Valuation Update (Q2'2023)
Breakdown of returns paints interesting picture
Jul 8, 2023 • 
Coffee Can Investor
1
Scoring and Weighting my CCP - Part 2
New learnings incorporated
Jul 1, 2023 • 
Coffee Can Investor
An Analysis of Book Values
A deceptive metric with mildly useful characteristics
Jun 24, 2023 • 
Coffee Can Investor
1
An analysis of free cash flows
Cash flows are life blood of a company
Jun 3, 2023 • 
Coffee Can Investor
Some valuation thoughts
There is valuable to be found, just not where you want
Apr 29, 2023 • 
Coffee Can Investor
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