Investing (Stocks)

A Deep Dive into Starbucks

Starbucks is my first multi-bagger and it provided me with returns beyond just profits, it was the investment that made me understand the wealth-generating capabilities of investing in high-quality compounders. …
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The Quest for the Right Tail

The biggest returns earned over a long period would come from compounders—that is, companies who are monopolistic or oligopolistic and are able to grow their earnings power by 20% to …
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Podcast interview with Cold Brew Money

In this podcast, we go over the following: Deep Value vs. Quality GrowthFundamental Analysis for Growth Companies – customer satisfaction, employee satisfaction, retention rates, founder-led, TwitterMental Models – Circle of Competence, …
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The Third Great Era of Software

Building software has become a lot easier with the software supply chain maturing. Companies are now able to take off-the-shelf building blocks and focus all their resources on developing their …
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Dollar General Business Breakdown

Dollar General is a well-managed company whose business model has shown to be resilient against economic downturns and the threat of e-commerce. In this COVID-19 environment, the company has delivered …
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