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

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

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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