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Global Compounders
Global Compounders Portfolio: First Anniversary Review
DEC 05, 2023 . 10 MIN READ
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MeritorQ Advisory
The Risks of Owning an Individual Stock
NOV 21, 2023 . 9 MIN READ
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Rising Giant
Stress Test for Rising Giants
NOV 18, 2023 . 14 MIN READ
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Marcellus Erudite
Portfolio Performance and Update on Fundamentals – Oct 2023 – Marcellus
NOV 16, 2023 . 6 MIN READ
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Little Champs
Reinvesting Profits Back into the Business
NOV 10, 2023 . 11 MIN READ
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Unleashing the Power of ‘Owner Operators’ to create Wealth for our Clients
OCT 24, 2023 . 11 MIN READ
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Marcellus Erudite
Portfolio Performance and Update on Fundamentals September
OCT 17, 2023 . 11 MIN READ
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MeritorQ Advisory
Why Fundamentals and Valuations Matter
OCT 10, 2023 . 6 MIN READ
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Consistent Compounders
High ROCE of CCP companies attracts new competitors regularly
OCT 08, 2023 . 13 MIN READ
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Marcellus Erudite
Portfolio Performance and Update on Fundamentals August
SEP 18, 2023 . 9 MIN READ
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Kings of Capital
Learning from history: Discounting in Financial Services is a bad strategy
SEP 07, 2023 . 11 MIN READ
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MeritorQ Advisory
Why MeritorQ has 30-45 stocks?
AUG 29, 2023 . 5 MIN READ
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Showing 12 out of 45
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Consistent Compounders
High ROCE of CCP companies attracts new competitors regularly
OCT 08, 2023 . 13 MIN READ
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Consistent Compounders
Succession Planning is Critical for Disruptive Capital Allocation
JUL 10, 2023 . 16 MIN READ
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Consistent Compounders
Wealth Compounding = High ROCEs + Reinvestment of Profits
MAY 09, 2023 . 10 MIN READ
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Consistent Compounders
Optical Illusions in Equity Investing
APR 07, 2023 . 12 MIN READ
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Consistent Compounders
CCP valuation multiples correct 30% whilst fundamentals continue to compound at over 20% per annum
MAR 06, 2023 . 7 MIN READ
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Consistent Compounders
When ‘Loss Aversion’ Meets ‘Time Horizons’ in Equity Investing
FEB 06, 2023 . 8 MIN READ
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Consistent Compounders
Divis: Greatness in Indian Pharma
JAN 06, 2023 . 11 MIN READ
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Global Compounders
Global Compounders Portfolio: First Anniversary Review
DEC 05, 2023 . 10 MIN READ
READ MORE
Global Compounders
Unleashing the Power of ‘Owner Operators’ to create Wealth for our Clients
OCT 24, 2023 . 11 MIN READ
READ MORE
Global Compounders
Unlocking Wealth Creation Through External Capital Allocation – An Underappreciated Phenomenon
AUG 28, 2023 . 15 MIN READ
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Global Compounders
Modern Utilities Operating on a Global Scale Make for Lucrative Investments.
JUL 09, 2023 . 12 MIN READ
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Global Compounders
Making Money from Luxury Goods Manufacturers
MAY 28, 2023 . 12 MIN READ
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Global Compounders
The ‘Pick & Shovel’ Strategy
APR 17, 2023 . 10 MIN READ
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Global Compounders
Global Compounders: Investing in the Most Powerful Global Franchises
FEB 25, 2023 . 10 MIN READ
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Kings of Capital
Learning from history: Discounting in Financial Services is a bad strategy
SEP 07, 2023 . 11 MIN READ
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Kings of Capital
A Simple Approach to Valuing Financial Services Companies
APR 29, 2023 . 10 MIN READ
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Kings of Capital
What KCP Lenders Can Teach SVB’s Management
MAR 27, 2023 . 10 MIN READ
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Kings of Capital
Indian Lending: Gamblers versus Franchise Builders
FEB 26, 2023 . 7 MIN READ
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Kings of Capital
Boring Companies Compound Profits At 20% p.a.
JAN 23, 2023 . 8 MIN READ
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Little Champs
Reinvesting Profits Back into the Business
NOV 10, 2023 . 11 MIN READ
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Little Champs
Invest in Dominant B2B Firms in Highly Profitable Industries
AUG 07, 2023 . 10 MIN READ
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Little Champs
Rapidly Rising Profits Alongside Falling Share Prices
MAR 21, 2023 . 8 MIN READ
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Little Champs
Little Champs: Spotlighting Vijaya Diagnostic
JAN 31, 2023 . 10 MIN READ
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Marcellus Erudite
Portfolio Performance and Update on Fundamentals – Oct 2023 – Marcellus
NOV 16, 2023 . 6 MIN READ
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Marcellus Erudite
Portfolio Performance and Update on Fundamentals September
OCT 17, 2023 . 11 MIN READ
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Marcellus Erudite
Portfolio Performance and Update on Fundamentals August
SEP 18, 2023 . 9 MIN READ
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Marcellus Erudite
Portfolio Performance and Update on Fundamentals July
AUG 16, 2023 . 5 MIN READ
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Marcellus Erudite
Portfolio Performance and Update on Fundamentals – June 2023 – Marcellus
JUL 27, 2023 . 8 MIN READ
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Marcellus Erudite
The Consumerization of Credit in India
JUN 06, 2023 . 10 MIN READ
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MeritorQ PMS
MeritorQ: A Deeper In-Depth Look At MeritorQ’s Forensic Model
MAR 15, 2023 . 9 MIN READ
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MeritorQ PMS
MeritorQ: Forensic Accounting Using Quant Methods Boosts Returns
FEB 13, 2023 . 11 MIN READ
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MeritorQ PMS
MeritorQ: The Power of Checklists
JAN 11, 2023 . 10 MIN READ
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Rising Giant
Stress Test for Rising Giants
NOV 18, 2023 . 14 MIN READ
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Rising Giant
Invest in Dominant B2B Firms in Highly Profitable Industries
AUG 07, 2023 . 10 MIN READ
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Rising Giant
Outsized Earnings Growth Alongside Falling Share Prices
APR 24, 2023 . 8 MIN READ
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Rising Giant
Short Term Excitement vs Long Term Wealth Creation
FEB 20, 2023 . 6 MIN READ
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Rising Giant
The Cheaper They Get, The More We Buy
JAN 18, 2023 . 9 MIN READ
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