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Brand Power < Distribution
"The Nestea Problem" and why stocks with great brands lose against those with great distribution
Sep 10
•
Jacob B
13
2
An Investor's Guide to Return on Capital
Successfully buying a stock that makes you money comes down to one simple metric
Aug 22
•
Jacob B
21
4
The Answer Is Always the Index
Not every investor should pick stocks. Most should buy an ETF.
Aug 8
•
Jacob B
20
2
My Honest Thoughts On Crypto
As I venture into my first analysis of a crypto stock
Jul 9
•
Jacob B
9
Assessing Quality Compounders
How to build a thesis, weight your portfolio, deploy cash, and know when to sell a stock
Jun 26
•
Jacob B
14
4
Valuing Quality Compounders
How to find the fair price of a stock
May 15
•
Jacob B
27
7
Understanding Quality Compounders
Breaking down key metrics of high-quality stocks
Apr 17
•
Jacob B
23
14
Examining Quality Compounders
A practical guide to researching high-quality stocks
Mar 20
•
Jacob B
22
10
Finding Quality Compounders
How to find high-quality businesses (without a stock screener)
Feb 20
•
Jacob B
32
9
What's next for Canada's economy?
Trudeau's resignation, an overview of the Canadian oil economy and its overreliance on U.S. trade, and why Canada needs to go global with its resources
Jan 9
•
Jacob B
10
4
Work hard, Have fun, Make history
Amazon.com, Inc.
Nov 5, 2024
•
Jacob B
12
2
Totalled Cars, Pristine Profits
Copart, Inc.
Oct 28, 2024
•
Jacob B
and
Summit Stocks
9
2
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