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The Thinking Investor

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Content

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Reflections Of A Retail Investor: The Thinking Investors Farewell Post

July 19, 2023, 10:23 p.m.

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The Guide To Finding Stock Ideas In 2023: Easy ways to generate stock ideas in a tumultuous year.

July 12, 2023, 8:39 p.m.

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Teqnion Analysis Part III: Competitive Advantage, Growth Drivers, and Destination Analysis

July 5, 2023, 7:04 p.m.

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Surviving the Stock Market: 3 Key Risk Management Tools for Stock Investors: Exploring the elusive nature of risk

June 28, 2023, 7:04 p.m.

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Company At A Glance: PWR Holdings: A high quality small cap, with high profit margins, high insider ownership, founder led, and in a growing market.

June 21, 2023, 7:03 p.m.

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4 Reasons To Focus On Profits Over Revenues For Stock Analysis: Why profits, not revenue are key to unlocking great long-term returns in the stock market.

June 14, 2023, 10:06 p.m.

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Portfolio Update 2 - 2023: How did the TTI portfolio do in Q22023? I cover what I bought, held and sold in 2022, I also dive into company weightings and my unique performance metrics.

June 7, 2023, 7:02 p.m.

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The 3 Laws Of Concentration: How To Take Advantage Of The Benefits Of A Concentrated Stock Portfolio

May 31, 2023, 7:01 p.m.

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OTCM At A Glance: A wide moat business with high returns on invested capital, high insider ownership, great management, expanding margins and a long runway.

May 24, 2023, 7:01 p.m.

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Minimal Viable Competence - 7 Prompts To Ask Before Buying A Stock (To Remove Uncertainty And Boost Conviction)

May 17, 2023, 7:04 p.m.

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Dealing With "Bad" Quarters: The Aritzia Edition

May 10, 2023, 7:04 p.m.

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Sunday Investing Thread: The Wrong Sell Triggers

May 7, 2023, 3:12 p.m.

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3 Simple Tricks to Ensure Your Investments Grow Over Time

May 3, 2023, 7:02 p.m.

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Vitec Software Group AB At A Glance: A wonderful business, with high recurring revenue, sustainable growth, well aligned management and excellent fundamentals.

April 26, 2023, 7:03 p.m.

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The Evolution of Warren Buffett's Sell Criteria: What It Can Teach You About Investing Successfully: You don’t have to be married to the reasons you own, buy, or sell a stock. Warren Buffett’s sell criteria have evolved through the years. In his 1987 letter to shareholders, he described the 2 sell criteria that he and Munger used. They were to sell when:

April 19, 2023, 7:02 p.m.

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Sunday Investing Thread: Questions On Long-term Views and Market Cycles: What is the importance you place on taking a long-term view and sticking with investments through market cycles and economic downturns?

April 16, 2023, 4:01 p.m.

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Teqnion Analysis Part II: Examining Teqnion's Capital Allocation, Industry Attractiveness, and Competitive Position

April 12, 2023, 7:01 p.m.

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Sunday Investment Thread: Holding Periods: What percent of the stocks in your portfolio do you intend on holding for 5 years or longer? I have 7 of 9, that I intend on holding as long as …

April 9, 2023, 2:05 p.m.

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7 Portfolio Metrics I Use To Measure Portfolio Performance (With Zero Emphasis On Stock Price) As A Long-Term Investor: Price fluctuates wildly, stick with the fundamentals, and you'll avoid the majority of common mistakes

April 5, 2023, 7:07 p.m.

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Sunday Investment Thread: What financial metric contributes the most to compounding in your view?: Do you like returns on equity? Returns on invested capital? ROCE? Retained earnings? Would love to know what you use to help you identify compou…

April 2, 2023, 3:48 p.m.

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First Quarter Portfolio Update - Q1 2023

March 29, 2023, 7:06 p.m.

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Sunday Investment Thread: Business Owners' Mindset

March 26, 2023, 3:06 p.m.

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10 Tips For Retail Investors To Improve Investing Analysis (To Boost Conviction, Lengthen Holdings Periods, And Make More Money)

March 22, 2023, 7:01 p.m.

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SPS Commerce At A Glance

March 15, 2023, 7:04 p.m.

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Sunday Investment Thread: What do you own that has the strongest moat?

March 12, 2023, 3:04 p.m.

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