Important to choose when its important to win and when its important to not lose
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A simple financial analysis to find out a companies quality and comparing its quality to other companies
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Three Ways to Get Advantage Over Other Investors
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The life cycle of a company and a product
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A framework to understand the bargaining power customers has against a supplier and the cyclicality of the product and services
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Cover all bases of external factors which can affect a company and market negatively and positively
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An analysis model to evaluate a companies internally and externally capabilities
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An model to identiy moats and better understand a companies position in the value chain
What to look for in a case which will produce returns
Ten years of learnings from a stockpicker's perspective
The man behind the helmet
I have now invested for more than 10 years and it is suitable to reflect back on what I have learned during these years, remember to take this from a…