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February 2024

Free Cash Flow and Bond Yields: Apples to Apples?
This article provides a framework to think about Free Cash Flow yields and Bond yields in the context of valuation
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Best Anchor Stocks
Hermes' outstanding 2023 earnings
This article was first uploaded for Best Anchor Stocks subscribers. Best Anchor Stocks is an investment research service focused on high-quality…
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Best Anchor Stocks
Learning to say "no"
Cement companies and their drawbacks
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Best Anchor Stocks
2

January 2024

Two Attractive Industries That I Thought I Would Never Like
Before jumping right into this article, just a quick heads up. I wanted to let you know that I recently published the Best Anchor Stocks Annual Recap in…
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Best Anchor Stocks
Best Anchor Stocks 2023 Annual Recap
Brief market commentary, overview of the portfolio, performance, lessons learned...
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Best Anchor Stocks
6

December 2023

Durability and Its Implications for Investors
Durability is a key topic for any investor. This article explains the concept, why it's important, and why it's a great characteristic to look out for.
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Best Anchor Stocks
4
Understanding the (true) luxury industry
Everything you need to know about an industry with great unit economics and durability.
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Best Anchor Stocks
4

October 2023

A Resilient Growth Industry, But Not Without Challenges
Definition, growth opportunities, competitive advantages, players, risks...
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Best Anchor Stocks
9

September 2023

July 2023

All You Need To Know About Semiconductors
The most important industry in the world?
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Best Anchor Stocks
13

June 2023

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