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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 5)
The Best Anchor Stock traits
Dec 4
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Best Anchor Stocks
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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 5)
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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 4)
Management & Incentives, Capital Allocation, and the Valuation
Nov 14
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Best Anchor Stocks
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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 4)
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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 3)
The competition, the moat, and the risks
Nov 1
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Best Anchor Stocks
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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 3)
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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 2)
The Financials and Growth Drivers
Oct 23
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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 2)
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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 1)
Hi reader,
Oct 18
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Best Anchor Stocks
7
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A High-Quality Family Business Swamped in Opportunity Cost (Pt. 1)
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Atlas Copco: The Only Three Things That Matter
A deep dive into the Swedish industrial conglomerate
Oct 11
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Best Anchor Stocks
10
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Atlas Copco: The Only Three Things That Matter
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2
Hermès: Capitalizing On Heritage
Performance is important, but resilience is of paramount importance.
Sep 10
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Best Anchor Stocks
23
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Hermès: Capitalizing On Heritage
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6
Diageo: An Unprecedented Boom and Bust
Hi reader and welcome to yet another Best Anchor Stocks deep dive, If you have not read the prior deep dives, I just want to let you know that they are…
Jul 25
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Best Anchor Stocks
9
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Diageo: An Unprecedented Boom and Bust
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2
Durability, Family Ownership, and a Long Growth Runway (Part 3)
The Best Anchor Stock traits
Jul 3
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Best Anchor Stocks
4
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Durability, Family Ownership, and a Long Growth Runway (Part 3)
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A Profitable, Repeatable, and Scalable Model
In-depth analysis into an interesting company going through some bumps
Jun 24
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Best Anchor Stocks
4
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A Profitable, Repeatable, and Scalable Model
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Durability, Family Ownership, and a Long Growth Runway (Part 2)
The Competition, The Moat, The Risks, Management, Capital Allocation, & Valuation
Jun 21
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Best Anchor Stocks
5
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Durability, Family Ownership, and a Long Growth Runway (Part 2)
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Durability, Family Ownership, and a Long Growth Runway (Part 1)
The latest addition to my portfolio
Jun 13
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Best Anchor Stocks
3
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Best Anchor Stocks
Durability, Family Ownership, and a Long Growth Runway (Part 1)
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