I just came back from Asia, where I organized an idea exchange for the first time. The event was in Thailand. I shared a room with my friend, whom I didn't know was a party animal! Lesson learned: when working and stressed, stay in your own room :) The event was a huge success with 31 stock pitches: 16 Asian stocks and 15 international. Met some amazing people. Looking forward to … Continue Reading
Does Buffett like beer more than Coke?
Valuation of Constellation Brands (STZ) I have no idea what beer Warren Buffett drinks, or if he even drinks beer, but Berkshire Hathaway did purchase shares in Constellation Brands ($STZ) in Q4 of 2024. Did the oracle or one of his generals overpay? (We don’t know who actually put this investment on, and it’s only a c0.5% position). Still, it’s interesting to take a look as Berkshire is now a … Continue Reading
Alphabet (GOOGL): What’s it worth?
With the markets tanking, opportunities will appear. Today, I’m going to take a look at Alphabet to see what it could be worth. This exercise isn’t intended to be a deep dive into the company. Nonetheless, it will help me better understand how cheap or expensive the stock is. You can check out the assumptions for yourself and determine whether or not they are reasonable. But first, let’s look … Continue Reading
Howden Joinery with Jeff Gilbert
My guest is Jeff Gilbert, a forensic accountant and CPA. We discussed UK-listed Howden Joinery with the ticker HWDN. Howden is one of those companies that ticks a lot of boxes but many people have never heard of it. It's on my watchlist so when I discovered that Jeff was going to present it at VALUEx Klosters I was excited. Jeff is a great guy and someone who I know does his homework. … Continue Reading
Grupo Empresarial San Jose with Marcel Gozali
My guest is Marcel Gozali, a full-time professional investor operating out of Singapore. A CFA Charterholder and Columbia graduate, Marcel held various positions within the industry, including managing his own fund. We discussed Grupo Empresarial San Jose SA which is listed in Spain with the ticker GSJ. The construction company has an enterprise value of almost zero due to its large net cash … Continue Reading
Interview with Andrew Stotz
Andrew Stotz did a live interview with me on LinkedIn yesterday. He gave it the very flattering title of "Insights from a Global Investment Expert". It was a lot of fun and from the comments, it looks like people enjoyed it. We talked about several topics and answered questions from the live audience. Click on the picture to go to the interview. I met Andrew around 20 years ago when he was an … Continue Reading
