Sublime
An inspiration engine for ideas
How Hosking Partners visualise their portfolio along the capital cycle (1/2) https://t.co/ToQ2YV2Jjm
Wendy Robertson
@wendyrobertson
Bizjournal.com
Christopher Kai • Big Game Hunting
Thread on John Armitage, founder of Everton Capital (1/n):
30% hurdle rate https://t.co/N1MEgtO4eF
John Cradock
@jdcradock
@rev_cap Sir, 10% of my portfolio is in a Canadian microcap home builder🫡 $AEP.V
Logical Thesisx.comDavid Beyer
@dab
Brodrene A&O Johansen $AOJ is a distributor of home furnishing equipment (a.o. heating, plumbing, electric and water supplies). After a few stagnant years on the back of covid tailwinds, $AOJ seems set for strong growth ahead at a very reasonable valuation.
You can buy a market leader at roughly 9-10x depressed net ear... See more