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It's Buy-and-Monitor, Not Buy-and-Hold
Scenario analysis on FCFs not being distributed to shareholders, taxes, and other factors
Oct 9
•
The CT
17
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It's Buy-and-Monitor, Not Buy-and-Hold
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Quality Growth Weekly Digest #18
Foreign currency translation, the China rally, and mid-teens percent growth in our companies' EBITA per share so far in 2024
Sep 27
•
The CT
7
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Quality Growth Weekly Digest #18
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Thorough Analysis: More Crucial Than Ever
+ Coffee can investing and central banks
Sep 13
•
The CT
8
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Thorough Analysis: More Crucial Than Ever
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Calculating ROIC for a Serial Acquirer (Lifco)
+ what to learn from the dismal performance at Dollar General and Ulta Beauty
Aug 30
•
The CT
12
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Calculating ROIC for a Serial Acquirer (Lifco)
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Quality Growth Weekly Digest #15
The underrated concept of the "Expectations Treadmill"
Aug 16
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The CT
8
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Quality Growth Weekly Digest #15
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Quality Growth Weekly Digest #14
With the VIX reaching 29%, buying opportunities present themselves - but not everywhere
Aug 2
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The CT
8
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Quality Growth Weekly Digest #14
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Quality Growth Weekly Digest #13
Should we position for the Great Rotation into small caps?
Jul 19
•
The CT
10
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Quality Growth Weekly Digest #13
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Quality Growth Weekly Digest #12
Volatility in sector valuations + more growth CAPEX for one of our small caps?
Jul 5
•
The CT
5
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Quality Growth Weekly Digest #12
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Adding a New Name to Our Buy List
+ news on buybacks, and what we should learn from market-cap weighted outperformance
Jun 20
•
The CT
10
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Adding a New Name to Our Buy List
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Our Companies Delivered 13.5% EBITA per Share Growth in Q1 2024
+ earnings growth outlook, US CPI, FED decision, and French political turmoil
Jun 13
•
The CT
9
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Our Companies Delivered 13.5% EBITA per Share Growth in Q1 2024
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3 Contrarian Buying Opportunities in Quality Land
+ multiple expansion & contraction, index concentration, and ECB rate cut
Jun 6
•
The CT
12
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3 Contrarian Buying Opportunities in Quality Land
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Quality Growth Weekly Digest #8
Our 4-legged strategy, keeping overall allocations in check, and egocentric CEOs
May 30
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The CT
4
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Quality Growth Weekly Digest #8
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