Consider backing owner operator founders

I’ve been giving a lot of thought to the ingredients that make up a successful investment. I’m convinced that backing successful owner operators is one of those ingredients. [Read more…]

Rethinking my property allocation

I’ve been historically heavy on equities as the overall focus in my portfolio. More recently I’ve been thinking about giving property greater prominence.

[Read more…]

Automating my investment strategy

I have automated my 2017 investing. I already know what I will be buying in 2017 and at what prices. Let me explain further. [Read more…]

At the corner of Buffett and Fisher

I’ve drawn a lot of inspiration for my investment strategy primarily from the Buffett and Fishers approaches. I’ll discuss here how I am applying them in my own unique way. [Read more…]

The attraction of compounders Pt 2

I previously discussed my interest in compounding machines. Today, I will expand on this theme a little further. [Read more…]

The attraction of compounders

Businesses that can compound their income through ongoing reinvestment into their business are a rare breed. I explore why I like these businesses so much. [Read more…]

My evolution as an investor

As we get towards the end of the year I thought it spend a few moments on how my investment journey has evolved through the course of 2016. [Read more…]

Can growth and dividend investing co-exist?

I’ve been writing here about growth investing more recently. However readers shouldn’t infer that I’ve turned my back on dividend investing at all. [Read more…]

Munger’s pearls of wisdom

I was fortunate enough to read a couple of books on Charlie Munger recently that provided some interesting insights. [Read more…]

Thoughts on Moats

Sustainability of investment returns is somewhat an obsession of mine. I love thinking through and pondering the long term competitive advantages of a business and what could undermine them. In my view, not all moats have equal impact on a business. [Read more…]