A Blueprint for Investment Writeups
Deconstructing the analytical logic and valuation framework behind the TerraVest report.
Lim Jian Yang
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Constellation Software (CSU.TO)
A brief writeup on Constellation Software $CSU submitted to VIC.
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Investing Checklist
A working checklist for investing.
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Five years ahead
A guide on staying calm when all hell breaks loose in the markets
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Google (GOOG)
Quick notes on Google
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Anatomy of a Great Business
Studying the characteristics of a great business.
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Favourite Investing Quotes
Simple sentences that mean so much more.
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TerraVest Industries (TVK.TO)
A deep dive into TerraVest Industries
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Understanding Risk
A rational take on risk.
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Great Business Models
Understanding a company's circle of competence relies on our understanding of its business model.
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Valuation: Measuring and Managing the Value of Companies
Summary of the book Valuation
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An amazing way to make money.
It feels almost illegal to make money like that.
Lim Jian Yanginvesting -
"Investing is easy."
Identifying hubris.
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Portfolio (Collated)
Journalling my allocation and thoughts on my portfolio.
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Investing: From First Principles
Investing is for the long term. Here's the guide to investing, as per its definition.
Lim Jian Yanginvestingmargin-of-safetymanagementownership
