March 2020 Portfolio Update
March Madness So I’ve had probably my best month as an investor so far. My portfolio is up ~20% MTD and ~15% YTD. I generally judge my performance against the ACWI EUR Index which was
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Hidden Champions
I’ve been reading Hermann Simon’s excellent “Hidden Champions of the 21st Century” recently. In the book, Simon examines the characteristics and strategies of the world’s “unknown” small and mid-cap market leaders. In order to qualify
Continue readingQuickview: HK Luxury Retailers & Interesting Investing Ideas
Unfortunately I haven’t been able to update this blog as much as I would have liked in the last few months. This has been due to working consistent 12-15 hour days in my law job.
Continue readingQuickview – Selling at NCAV
I did a quick post on the returns of some of my exited net-net positions back in April (https://streetsofvalue.com/2018/04/02/quickview-exited-net-net-positions/). My results were very satisfactory. However I sold each of these positions when they “mean-reverted” to
Continue readingQuickview – Exited Net-Net Positions
While I’m generally unwilling to disclose most of my current holdings, I am more than happy to set out my past successes and failures. I think that showing my past results in net-nets is particularly
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